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1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-13 |
Branch Locations
1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Strategies Investment Advisor Services | Bethel | CT | 02/2013 | 09/2019 |
| Financial Strategies Investment Advisor Services | Bethel | CT | 08/2017 | Present |
| Financial Strategies Investment Advisor, Inc. | Bethel | CT | 01/2015 | Present |
Elmcrest, Inc., 8 School St Suite 11 Bethel CT 06801, Rental Property, Owner/Investor, 12/2023, 2 hours per month devoted, 0 hours per month devoted during securities trading, Rental Property NH Holdings, Inc. 8 School Sy Suite 11 Bethel CT 06801 Rental Property. Owner/Investor 12/2025 2 hours per month devoted. 0 hours per month devoted during securities trading. Rental Property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-31 |
| S66 | Uniform Combined State Law Examination | 2001-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-14 |
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