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FIDUCIARY INVESTMENT ADVISORS, LLC
FIDUCIARY INVESTMENT ADVISORS, LLC
WINDSOR, Connecticut
·
7 registered advisors
·
CRD# 140675
SEC# 801-66762
3
866-466-9412
01
Firm Overview
AUM
$5.0B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIDUCIARY INVESTMENT ADVISORS, LLC
7 registered advisors
Anthony John Tranghese
WINDSOR, Connecticut
CRD# 2667738
Christopher Jon Rowlins
WINDSOR, Connecticut
CRD# 2115260
Jeffrey Jules Capone
WINDSOR, Connecticut
CRD# 5167455
Karen Rose Paulson
WINDSOR, Connecticut
CRD# 2257839
Maureen Boland Cooper
WINDSOR, Connecticut
CRD# 1317408
Ryan Thomas Gardner
WINDSOR, Connecticut
CRD# 4596154
Vincent Michael Smith
WINDSOR, Connecticut
CRD# 4185934
05
Office Locations
WINDSOR, Connecticut
7 advisors
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Data sourced from SEC Form ADV filings. FIDUCIARY INVESTMENT ADVISORS, LLC (CRD# 140675) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.