GT
Gregory R. Trzaski
SYMMETRY PARTNERS
Glastonbury, CT 06033
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CRD#: 6816483
GT
Professional summary
Gregory Raymond Trzaski, who also goes by Gregory Trzaski, is a registered financial advisor currently at SYMMETRY PARTNERS located in Glastonbury, Connecticut and FORESIDE FINANCIAL SERVICES, LLC located in Glastonbury, Connecticut.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Gregory has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory Trzaski
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.
Symmetry Partners LLC, Investment Related, Registered Investment Advisor, Glastonbury, CT, Regional Director, RIA Services, Began 06/26/2018, 160 Hours Per Month, 140 During Trading Hours.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Raymond Trzaski'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
July 25, 2017 - Present
SYMMETRY PARTNERS
Office #1: 151 National Drive, Glastonbury, CT 06033RIA
CRD#: 120982
Glastonbury, CT
Current
August 7, 2018 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 151 National Drive, Glastonbury, CT 06033BD
CRD#: 148477
Glastonbury, CT
Past
December 19, 2017 - March 16, 2018
NORTHERN LIGHTS DISTRIBUTORS, LLC
BD
CRD#: 126159
ELKHORN, NE
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".
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC
CRD#: 120982 / SEC#: 801-61342
RIA
Registered Investment Advisory firm - (7/26/2002 Approved)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
Alabama(1/3/2023)
RR
Arizona(1/3/2023)
RR
Arkansas(1/3/2023)
RR
California(1/3/2023)
RR
Colorado(1/3/2023)
IAR
Connecticut(7/25/2017)
RR
Connecticut(8/7/2018)
RR
Delaware(1/5/2021)
RR
District of Columbia(1/5/2021)
RR
Florida(1/3/2023)
RR
Georgia(1/3/2023)
RR
Idaho(1/3/2023)
RR
Illinois(1/3/2023)
RR
Indiana(1/3/2023)
RR
Iowa(1/3/2023)
RR
Kansas(1/3/2023)
RR
Kentucky(1/3/2022)
RR
Louisiana(1/3/2023)
RR
Maine(1/5/2021)
RR
Maryland(1/5/2021)
RR
Massachusetts(2/25/2020)
RR
Michigan(1/3/2022)
RR
Minnesota(1/3/2023)
RR
Mississippi(1/3/2023)
RR
Missouri(1/3/2023)
RR
Montana(1/3/2023)
RR
Nebraska(1/3/2023)
RR
Nevada(1/3/2023)
RR
New Hampshire(1/5/2021)
RR
New Jersey(1/5/2021)
RR
New Mexico(1/3/2023)
RR
New York(1/5/2021)
RR
North Carolina(1/3/2023)
RR
North Dakota(1/3/2023)
RR
Ohio(1/3/2022)
RR
Oklahoma(1/3/2023)
RR
Oregon(1/3/2023)
RR
Pennsylvania(1/5/2021)
RR
Puerto Rico(1/3/2023)
RR
Rhode Island(1/5/2021)
RR
South Carolina(1/3/2023)
RR
South Dakota(1/3/2023)
RR
Tennessee(1/3/2023)
RR
Texas(1/3/2023)
RR
Utah(1/3/2023)
RR
Vermont(1/5/2021)
RR
Virginia(1/5/2021)
RR
Washington(1/3/2023)
RR
West Virginia(1/5/2021)
RR
Wisconsin(1/3/2023)
RR
Wyoming(1/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SP
SYMMETRY PARTNERS
CAIRN WEALTH ADVISORS | SYMMETRY PARTNERS,LLC DBA NELSON HUTSON FINANCIAL GROUP | SYMMETRY PARTNERS, LLC. | SYMMETRY PARTNERS, LLC | SYMMETRY PARTNERS | STRATEGIC PARTNERS WEALTH MANAGEMENT | STRATEGIC PARTNERS LLC | EVENTUM WEALTH MANAGEMENT, LLC
CRD#: 120982 / SEC#: 801-61342
RIA
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Contact information
Main Address
151 National Drive, Glastonbury, CT 06033
Mailing Address
Phone number
(860) 734-2000
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,224 |
| AUM (Assets Under Management) | $ 5,718,728,103 |
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.
