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Peter Marsigliano

Independent Financial Partners

Stamford, CT

Tampa, FL

CRD 8162977

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Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • NON-DISCRETIONARY INVESTMENT ADVICE

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

Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-10-28
  • CT RA
    APPROVED
    Since 2025-10-28

Branch Locations

60 Long Ridge Rd Suite 210, Stamford, CT 06092 • United States

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • 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
OrganizationCityStateFromTo
Stanziato's Danbury CT 06/2018 06/2018
Stop & Shop New Fairfield CT 07/2018 03/2019
Clancy Relocation & Logistics Patterson NY 05/2019 12/2020
University Of Connecticut Storrs CT 01/2021 05/2023
University Of Connecticut Storrs CT 06/2023 12/2023
Fedex Willington CT 11/2024 02/2025
First Rise Investments Stamford CT 09/2025 Present
Ifp Securities, Llc Tampa FL 09/2025 Present
Unemployed New Fairfield CT 03/2025 08/2025
Student New Fairfield CT 01/2015 12/2023
Unemployed New Fairfield CT 01/2024 10/2024
  • 06/2018 → 06/2018
    Stanziato's
    Danbury, CT
  • 07/2018 → 03/2019
    Stop & Shop
    New Fairfield, CT
  • 05/2019 → 12/2020
    Clancy Relocation & Logistics
    Patterson, NY
  • 01/2021 → 05/2023
    University Of Connecticut
    Storrs, CT
  • 06/2023 → 12/2023
    University Of Connecticut
    Storrs, CT
  • 11/2024 → 02/2025
    Fedex
    Willington, CT
  • 09/2025 → Present
    First Rise Investments
    Stamford, CT
  • 09/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 03/2025 → 08/2025
    Unemployed
    New Fairfield, CT
  • 01/2015 → 12/2023
    Student
    New Fairfield, CT
  • 01/2024 → 10/2024
    Unemployed
    New Fairfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-21
  • S66 Uniform Combined State Law Examination
    2025-07-21

View on SEC IAPD

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