Best Investors Account Sign in
Current Employers
Financial Advantage Advisors Co.

Windsor, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 1994-08-24
  • CT RA
    APPROVED
    Since 1994-08-24

Branch Locations

880 Palisado Avenue, Windsor, CT 06095 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Advantage Tax Services Windsor CT 05/1995 Present
Financial Advantage Insurance Co Hartford CT 05/1995 Present
Eleveld & Associates Windsor CT 10/1996 Present
The Financial Advantage Group, Llc Hartford CT 08/1994 Present
Securities Service Network Windsor CT 02/2012 09/2020
Securities America, Inc. Windsor CT 09/2020 06/2024
Osaic Wealth, Inc. Windsor CT 06/2024 Present
  • 05/1995 → Present
    Financial Advantage Tax Services
    Windsor, CT
  • 05/1995 → Present
    Financial Advantage Insurance Co
    Hartford, CT
  • 10/1996 → Present
    Eleveld & Associates
    Windsor, CT
  • 08/1994 → Present
    The Financial Advantage Group, Llc
    Hartford, CT
  • 02/2012 → 09/2020
    Securities Service Network
    Windsor, CT
  • 09/2020 → 06/2024
    Securities America, Inc.
    Windsor, CT
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Windsor, CT
Other Businesses

1. WINDSOR ROTARY CHARITABLE FUND, INC -Treasurer NATURE:Charitable Foundation in support of Windsor/Windsor Locks Rotary Club,local/international service club.INVEST RELATED:N #HRS:2 SEC TRADE HRS:1 START: 7/24/17- P.O. Box 11, Windsor CT 06095 - Treasurer &Member of Board of Directors. Provide Counsel as requested & required. 2.WINDSOR-WINDSOR LOCKS ROTARY CLUB -Treasurer & Board Member NATURE:Community Service Club associated with Rotary International. We do charitable works in community and worldwide. INVEST RELATED:N #HRS:6 SEC TRADE HRS:1 START:1/1/95-P.O. Box 11, Windsor CT 06095 - Treasurer &Member of Board of Directors and Sergeant at arms,arrange meeting locations &settlement of weekly costs, other duties I am asked to assist in. No financial duties. I have been asked to be member of Board of Directors of organization for 1 year term ending 07/21 3.ELEVELD AND ASSOCIATES -owner of sole proprietorship-business owns several websites for familial purposes #HRS 1 SEC TRADE HRS 1 -1/1/00 -880 Palisado Ave Windsor CT 06095 4. DBA - The Financial Advantage Group, LLC 5.WINDSOR, CT, TOWN COUNCIL -Elected Town Councilor -Windsor, CT, Town Council #HRS 8 -11/8/21-275 Broad St Windsor CT 06095 -member of elected Town Governance team or Town Council 6.WASHINGTON LODGE #70, AF & AM POSITION:Member/Volunteer NATURE: A fraternal organization INVESTMENT RELATED:No NUMBER OF HRS:2 SECURITIES TRADING HS:1 START DATE:10/15/1992 ADDRESS:153 Broad Street, PO Box 202, Windsor CT 06095 DESCRIPTION: Manage charitable works, ie. Blood Drives Widows Event& activities as needed 7.NOTARY PUBLIC POSITION:Notary Public NATURE:Notarization of Client and others' Documents, if appropriate. INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:06/15/1980 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:For KNOWN individuals I will Notarize documents at no cost to individual.I do not advertise this service 8.JUSTICE OF PEACE POSITION:Justice of Peace NATURE: Officiate weddings.INVESTMENT RELATED:No NUMBER OF HRS:0 SECURITIES TRADING HRS:0 START DATE:01/01/2025 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:Officiate at Weddings 9.CREC FOUNDATION, INC POSITION:Chairman of Board NATURE:Charitable Foundation INVESTMENT RELATED: No NUMBER OF HRS:1 SECURITIES TRADING HRS:1 START DATE:04/28/2014 ADDRESS:C/O Capitol Region Education Council, 111 Charter Oak Ave, Hartford6 CT 06106 DESCRIPTION:Member CREC Foundation Board of Directors. This position does not touch or handle monies of Org. CREC Foundation is associated with Capitol Region Education Council that has over 3,000 employees and an operational Financial Department that I am not involved in Recently elected to Chairman of Board, I run meeting and set agenda, professional staff manages organization 10.THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE TAX SERVICE (FATS) POSITION:Principal NATURE: Tax Preparation Services INVESTMENT RELATED:No NUMBER OF HRS:4 SECURITIES TRADING HRS:0 START DATE:10/15/1993 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:We are doing less than 10 returns/ year for compensation 11.THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE INSURANCE AGENCY (FAIC) POSITION:Principal NATURE:CT licensed insurance agency INVESTMENT RELATED: Yes NUMBER OF HRS:5 SECURITIES TRADING HRS:0 START DATE:02/01/2004 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION: It is available to handle typically Straight(non variable/indexed) insurance products. Authorities: Life,Accident, Health, Sickness,Variable Life &Variable Annuity,CreditTravel 12.THE FINANCIAL ADVANTAGE GROUP, LLC (TFAG) D/B/A FINANCIAL ADVANTAGE ADVISORS COMPANY (FAAC) POSITION:Principal NATURE:CT State Registered Investment Advisor INVESTMENT RELATED:Yes NUMBER OF HRS:30 SECURITIES TRADING HRS:6 START DATE:10/15/1993 ADDRESS:880 Palisado Avenue, Windsor CT 06095 DESCRIPTION:state Registered Investment Advisory Firm.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-10-20
  • S63 Uniform Securities Agent State Law Examination
    1986-10-20
Other Names
  • Ron Eleveld

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Windsor, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor