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Brian Fierston

Fierston Financial Group Inc

West Hartford, CT

CRD 2735018

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Employer firm

Fierston Financial Group Inc CRD 105003

$1.04B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Fierston Financial Group Inc

29 South Main St Suite 302, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 1991-05-31
  • CT RA
    APPROVED
    Since 1991-05-31

Branch Locations

29 South Main Street, West Hartford, CT 06107 • 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
Fierston Financial Group Inc. West Hartford CT 03/1991 Present
Other Businesses

Self employed; not investment-related; West Hartford, CT; trustee and healthcare proxy services; sole proprietor; started 06/2024; approximately 5 hours per month, 2 hours during securities trading hours; serve as trustee and/or healthcare proxy for clients.

Designations
  • Certified Financial Planner

View on SEC IAPD

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