Eileen F. Allgrove
Professional summary
Eileen Foley Allgrove, CFP®, who also goes by Eileen Mary Foley, is a registered financial advisor currently at FIDUCIENT ADVISORS LLC located in Windsor, Connecticut.
Eileen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Eileen has worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eileen Foley Allgrove's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2001
Experience
January 11, 2021 - Present
FIDUCIENT ADVISORS LLC
Office #1: 100 Northfield Drive, Windsor, CT 06095November 28, 2017 - December 31, 2020
FIDUCIARY INVESTMENT ADVISORS, LLC
January 30, 1998 - July 19, 2001
ADVEST, INC.
Primary Firm SEC Registration
FIDUCIENT ADVISORS LLC
CRD#: 106720 / SEC#: 801-48820
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/11/2021)
Exams
Current Firm
FIDUCIENT ADVISORS LLC
CRD#: 106720 / SEC#: 801-48820
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,150 |
| AUM (Assets Under Management) | $ 67,638,977,771 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/30/2024 | ||
| 11/14/2023 | ||
| 01/23/2023 |
Red Flags
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