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Derek Guglielmi

Advanced Capital Advisors, LLC

Fairfield, CT

CRD 8289342

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Employer firm

Advanced Capital Advisors, LLC CRD 113628

$173M regulatory AUM 201 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Advanced Capital Advisors, Llc

140 Sherman Street 4Th Floor, Fairfield, CT 06824 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-10
  • CT RA
    APPROVED
    Since 2026-06-10

Branch Locations

140 Sherman Street 4Th Floor, Fairfield, CT 06824 • 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
Advanced Capital Advisors Fairfield CT 03/2026 Present
Conning Hartford CT 08/2015 03/2026
  • 03/2026 → Present
    Advanced Capital Advisors
    Fairfield, CT
  • 08/2015 → 03/2026
    Conning
    Hartford, CT
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

SEAN MCGORDAN LALLJEE
JONATHAN DAVID JAROW
PETER JULIAN DEE

Nearby Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT

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