Robert J. Ignagni

STRATEGIC FINANCIAL

SOUTH WINDSOR, CT 06074

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CRD#: 3152957

Professional summary

Robert Joseph Ignagni, who also goes by Robert J Ignagni, is a registered financial advisor currently at STRATEGIC FINANCIAL, LLC located in South Windsor, Connecticut.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Robert has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert J Ignagni

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

50% OWNER OF WALSTON & IGNAGNI SINCE 1/1985, CERTIFIED PUBLIC ACCOUNTANTS, TAX & ACCOUNTING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Ignagni's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 14, 2002 - Present

STRATEGIC FINANCIAL, LLC

Office #1: 1695 Ellington Road Suite 202, South Windsor, CT 06074

RIA

CRD#: 122437

SOUTH WINDSOR, CT

Past

August 20, 2001 - November 14, 2002

FFP ADVISORY SERVICES INC

RIA

CRD#: 110778

SOUTH WINDSOR, CT

Past

January 8, 2001 - November 14, 2002

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

January 5, 1999 - January 8, 2001

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(11/14/2002)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/23/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/23/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRATEGIC FINANCIAL, LLC

CRD#: 122437 / SEC#:

Connecticut

Registered Investment Advisory firm - (11/14/2002 Approved)

Rhode Island

Registered Investment Advisory firm - (8/15/2025 Approved)

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Contact information

Main Address

1695 Ellington Road Suite 202, South Windsor, CT 06074

Mailing Address

Phone number

(860) 644-8666

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	200
AUM (Assets Under Management)	$ 61,691,363

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Ignagni

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Ignagni's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC FINANCIAL, LLC

FFP ADVISORY SERVICES INC

FFP SECURITIES, INC.

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2001

Series 63

Date: 12/23/1998

Series 6

Date: 12/23/1998

Current Firm

STRATEGIC FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC FINANCIAL, LLC

TRUST BUT VERIFY

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