CEPONIS, DAVID, JAY

CEPONIS FINANCIAL GROUP
WILTON, Connecticut·1 registered advisor·CRD# 115390
SEC# 801-66152203-762-2117
01

Firm Overview

AUM
$56M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Other: SOLICITOR/REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CEPONIS, DAVID, JAY

1 registered advisor
David Jay Ceponis
WILTON, Connecticut
05

Office Locations

WILTON, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. CEPONIS, DAVID, JAY (CRD# 115390) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.