Unclaimed Profile

Tamara Lynn Fagely

HARTFORD INVESTMENT ADVISORY COMPANY, LLC·RADNOR, Pennsylvania

Clean recordHARTFORD INVESTMENT ADVISORY COMPANY, LLC

5 RADNOR CORPORATE CENTER SUITE 300, RADNOR, PA 19087CRD# 1758333Firm CRD# 147746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tamara Lynn Fagely · RADNOR, PA

Registration

CRD #1758333 · HARTFORD INVESTMENT ADVISORY COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tamara Lynn Fagely is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with HARTFORD INVESTMENT ADVISORY COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HARTFORD FUNDS MANAGEMENT COMPANY, LLC

HARTFORD FUNDS

AUM

$128.8B

Regulatory assets under management

Employees

384

Total firm employees

View all advisors at HARTFORD FUNDS MANAGEMENT COMPANY, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Other: FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.

Regulatory

SEC/IARD CRD# 1758333

Firm CRD# 147746

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tamara Lynn Fagely offer?

Tamara Lynn Fagely specializes in Investment Management, Retirement Planning. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Tamara Lynn Fagely's credentials?

Tamara Lynn Fagely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tamara Lynn Fagely located?

Tamara Lynn Fagely is based in RADNOR, Pennsylvania, working with HARTFORD INVESTMENT ADVISORY COMPANY, LLC. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Tamara Lynn Fagely charge for services?

Tamara Lynn Fagely's firm is compensated through percentage of aum, other: fees related to 529 plans and model recommendations.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARTFORD INVESTMENT ADVISORY COMPANY, LLC?

HARTFORD INVESTMENT ADVISORY COMPANY, LLC has approximately 384 employees and manages $128.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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