Allen E. Dunahoo
FISCAL WISDOM WEALTH MANAGEMENT
Thomaston, CT 06787
CRD#: 5137316
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Allen Edward DunahooFISCAL WISDOM WEALTH MANAGEMENT
Professional summary
Allen Edward Dunahoo, who also goes by Allen Edward Dunahoo, Allen Dunahoo, Allen Edward Turton Dunahoo, is a registered financial advisor currently at FISCAL WISDOM WEALTH MANAGEMENT LLC located in Thomaston, Connecticut and ARETE WEALTH MANAGEMENT, LLC located in Canton, Connecticut.
Allen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Allen has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Allen Edward Dunahoo | Allen Dunahoo | Allen Edward Turton Dunahoo
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Allen Edward Dunahoo'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®
NoneExperience
Current
March 23, 2026 - Present
FISCAL WISDOM WEALTH MANAGEMENT LLC
Office #1: 226 S. Main St., Thomaston, CT 06787RIA
CRD#: 168299
Thomaston, CT
Current
April 2, 2026 - Present
ARETE WEALTH MANAGEMENT, LLC
Office #1: 61 Maple Avenue Suite 1, Canton, CT 06019BD
CRD#: 44856
Canton, CT
Past
July 28, 2008 - March 23, 2026
EDWARD JONES
RIA
CRD#: 250
BANTAM, CT
Past
July 28, 2008 - March 23, 2026
EDWARD JONES
BD
CRD#: 250
BANTAM, CT
Past
June 2, 2008 - July 30, 2008
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
WALTHAM, MA
Past
May 6, 2008 - July 30, 2008
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
WALTHAM, MA
Past
August 8, 2006 - April 3, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WEST HARTFORD, CT
Past
June 30, 2006 - April 3, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WEST HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FISCAL WISDOM WEALTH MANAGEMENT LLC
BGS FINANCIAL SERVICES, LLC | ZITO WEALTH STRATEGIES, INC. | THE RETIREMENT ADVISORS OF NE, INC. | SMARTLIFE FINANCIAL GROUP LLC | SEVEN VENTURES WEALTH MANAGEMENT, LLC | PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC | PORTSMOUTH FINANCIAL SERVICES, INC. | PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC | PLUSPOINT ADVISORS | MILESTONE WEALTH MANAGEMENT | LIFE PLAN RETIREMENT PARTNERS, LLC | KOSIC FINANCIAL GROUP | INSPIRE WEALTH ADVISORY | HERITAGE ASSET MANAGEMENT | GOLD STANDARD FINANCIAL SERVICES, LLC | FORTEM ADVISORS | FISCAL WISDOM WEALTH MANAGEMENT LLC | FISCAL WISDOM WEALTH MANAGEMENT | DEAN BENNETT INSURANCE & FINANCIAL SERVICES, INC. | DAVENPORT WEALTH MANAGEMENT LLC | CHADWICK FINANCIAL ADVISORS
CRD#: 168299 / SEC#: 801-119231
RIA
Registered Investment Advisory firm - (8/3/2020 Approved)Arizona
Registered Investment Advisory firm - (12/1/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/9/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (12/1/2020 Terminated)Florida
Registered Investment Advisory firm - (12/1/2020 Terminated)Georgia
Registered Investment Advisory firm - (12/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2020 Terminated)Minnesota
Registered Investment Advisory firm - (12/22/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)North Carolina
Registered Investment Advisory firm - (12/1/2020 Terminated)North Dakota
Registered Investment Advisory firm - (12/1/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/1/2020 Terminated)Vermont
Registered Investment Advisory firm - (12/1/2020 Terminated)Virginia
Registered Investment Advisory firm - (12/2/2020 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/2/2026)
RR
Colorado(4/2/2026)
IAR
Connecticut(3/23/2026)
RR
Connecticut(4/2/2026)
RR
Florida(4/2/2026)
RR
Maine(4/2/2026)
RR
Massachusetts(4/2/2026)
RR
New Hampshire(4/2/2026)
RR
New York(4/2/2026)
RR
North Carolina(4/6/2026)
RR
Oregon(4/2/2026)
RR
Pennsylvania(4/2/2026)
RR
South Carolina(4/2/2026)
RR
Texas(4/2/2026)
RR
Vermont(4/2/2026)
RR
Virginia(4/2/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FW
FISCAL WISDOM WEALTH MANAGEMENT LLC
BGS FINANCIAL SERVICES, LLC | ZITO WEALTH STRATEGIES, INC. | THE RETIREMENT ADVISORS OF NE, INC. | SMARTLIFE FINANCIAL GROUP LLC | SEVEN VENTURES WEALTH MANAGEMENT, LLC | PORTSMOUTH-SMARTLIFE FINANCIAL GROUP, LLC | PORTSMOUTH FINANCIAL SERVICES, INC. | PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC | PLUSPOINT ADVISORS | MILESTONE WEALTH MANAGEMENT | LIFE PLAN RETIREMENT PARTNERS, LLC | KOSIC FINANCIAL GROUP | INSPIRE WEALTH ADVISORY | HERITAGE ASSET MANAGEMENT | GOLD STANDARD FINANCIAL SERVICES, LLC | FORTEM ADVISORS | FISCAL WISDOM WEALTH MANAGEMENT LLC | FISCAL WISDOM WEALTH MANAGEMENT | DEAN BENNETT INSURANCE & FINANCIAL SERVICES, INC. | DAVENPORT WEALTH MANAGEMENT LLC | CHADWICK FINANCIAL ADVISORS
CRD#: 168299 / SEC#: 801-119231
RIA
Registered Investment Advisory firm - (8/3/2020 Approved)Arizona
Registered Investment Advisory firm - (12/1/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/9/2021 Terminated)District of Columbia
Registered Investment Advisory firm - (12/1/2020 Terminated)Florida
Registered Investment Advisory firm - (12/1/2020 Terminated)Georgia
Registered Investment Advisory firm - (12/2/2020 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2020 Terminated)Minnesota
Registered Investment Advisory firm - (12/22/2020 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2020 Terminated)North Carolina
Registered Investment Advisory firm - (12/1/2020 Terminated)North Dakota
Registered Investment Advisory firm - (12/1/2020 Terminated)Ohio
Registered Investment Advisory firm - (12/1/2020 Terminated)Vermont
Registered Investment Advisory firm - (12/1/2020 Terminated)Virginia
Registered Investment Advisory firm - (12/2/2020 Terminated)Loading...
Contact information
Main Address
61 Maple Avenue, Canton, CT 06019
Mailing Address
Phone number
(678) 202-4066
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,579 |
| AUM (Assets Under Management) | $ 259,793,557 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FISCAL WISDOM WEALTH MANAGEMENT LLC
CRD#: 168299Thomaston, CT 06787TRUST BUT VERIFY
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Contact information
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