Bruce S. Filingeri
Professional summary
Bruce S Filingeri is a registered financial advisor currently at GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC located in Glastonbury, Connecticut.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bruce has worked at 3 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bruce S Filingeri's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 12, 2001 - Present
GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC
Office #1: 655 Winding Brook Drive, Glastonbury, CT 06033October 1, 2002 - December 31, 2004
AMERICAN GENERAL SECURITIES INCORPORATED
February 15, 2001 - October 1, 2002
AMERICAN GENERAL EQUITY SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/12/2001)
Exams
Current Firm
GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC
CRD#: 127288 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 32,321,000 |
Red Flags
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Company Information
GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC
CRD#: 127288Glastonbury, CT 06033TRUST BUT VERIFY
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