Bruce S Filingeri

Employer firm

Glastonbury Cpa's Financial Advisors, LLC CRD 127288

$32.3M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Glastonbury Cpa'S Financial Advisors, Llc

655 Winding Brook Dr; 2Nd Fl, Glastonbury, CT 06033 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2001-06-12

CT RA
APPROVED

Since 2001-06-12

Branch Locations

655 Winding Brook Drive, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Src, Certified Public Accountants, P.C.	Glastonbury	CT	08/1989	Present

08/1989 → Present

Src, Certified Public Accountants, P.C.

Glastonbury, CT

Other Businesses

GLASTONBURY FINANCIAL ADVISORS, LLC, INVESTMENT ADVISOR SERVICES, COMMENCED 1/2003, REGISTERED INVESTMENT ADVISOR, 10% TIME SPENT, 50% OWNERSHIP, INVESTMENT ADVISOR REPRESENTATIVE; SRC, Certified Public Accountants, PC. TAX PARTNER

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-02-14

S63 Uniform Securities Agent State Law Examination

2001-02-14

View on SEC IAPD

Employer firm

Current Employers

Glastonbury Cpa'S Financial Advisors, Llc

Disclosures

Employment History

Other Businesses

Exams

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