Home
›
Firms
›
FISCAL DYNAMICS INCORPORATED
FISCAL DYNAMICS INCORPORATED
FARMINGTON, Connecticut
·
2 registered advisors
·
CRD# 111155
SEC# 801-63175
860-677-1753
01
Firm Overview
AUM
$78M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
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 Planning
Investment Management
Wealth Management
04
Advisors at FISCAL DYNAMICS INCORPORATED
2 registered advisors
Brian Parker Sullivan
FARMINGTON, Connecticut
CRD# 4244770
Richard Parker Sullivan
FARMINGTON, Connecticut
CRD# 439785
05
Office Locations
FARMINGTON, Connecticut
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.