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Daniel John Zappone

SYMMETRY PARTNERS, LLC.·GLASTONBURY, Connecticut
Unclaimed Profile
151 NATIONAL DRIVE, GLASTONBURY, CT 06033CRD# 4470083Firm CRD# 120982
01

About

Daniel John Zappone is a registered financial advisor based in GLASTONBURY, Connecticut, affiliated with SYMMETRY PARTNERS, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
SYMMETRY PARTNERS, LLC.
SYMMETRY PARTNERS
AUM
$5.9B
Regulatory assets under management
Employees
66
Total firm employees
View all advisors at SYMMETRY PARTNERS, LLC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
Regulatory
SEC/IARD CRD# 4470083
Firm CRD# 120982
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel John Zappone offer?
Daniel John Zappone specializes in Investment Management, Wealth Management. Contact their office in GLASTONBURY, Connecticut for a consultation.
What are Daniel John Zappone's credentials?
Daniel John Zappone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel John Zappone located?
Daniel John Zappone is based in GLASTONBURY, Connecticut, working with SYMMETRY PARTNERS, LLC.. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.
How does Daniel John Zappone charge for services?
Daniel John Zappone's firm is compensated through percentage of aum, other: fee paid for sub-advisor services provided to ria. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SYMMETRY PARTNERS, LLC.?
SYMMETRY PARTNERS, LLC. has approximately 66 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLASTONBURY
Peter William Haas — HAAS, PETER WILLIAMAnn Jennie Terranova — APELLA CAPITAL, LLCBrian Joseph Sheehan — ROSSMORE PRIVATE CAPITAL, LLCErnest Joshua Newborn — USI SECURITIES, INC.John Frank Vaughn — USI SECURITIES, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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