REGENT WEALTH MANAGEMENT GROUP, INC.

REGENT WEALTH MANAGEMENT GROUP
WOODBRIDGE, Connecticut·2 registered advisors·CRD# 113722
SEC# 801-604120203-387-7887
01

Firm Overview

AUM
$263M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLANS - PERCENTAGE OF PLAN ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at REGENT WEALTH MANAGEMENT GROUP, INC.

2 registered advisors
Alan Paul Weiss
WOODBRIDGE, Connecticut
Polina R. Crotty
WOODBRIDGE, Connecticut
05

Office Locations

WOODBRIDGE, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. REGENT WEALTH MANAGEMENT GROUP, INC. (CRD# 113722) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.