FISCAL DYNAMICS INCORPORATED

FARMINGTON, Connecticut·5 registered advisors·CRD# 111155
SEC# 801-63175860-677-1753
01

Firm Overview

AUM
$78M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FISCAL DYNAMICS INCORPORATED

5 registered advisors
Brian Parker Sullivan
FARMINGTON, Connecticut
Gregg Melinson
FARMINGTON, Connecticut
Paul L Bourdeau
FARMINGTON, Connecticut
Richard Parker Sullivan
FARMINGTON, Connecticut
Ron Bucchi
FARMINGTON, Connecticut
05

Office Locations

FARMINGTON, Connecticut
5 advisors

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Data sourced from SEC Form ADV filings. FISCAL DYNAMICS INCORPORATED (CRD# 111155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.