FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC.

FINANCIAL STRATEGIES INVESTMENT ADVISOR SERVICES, INC. of BETHEL, CT is an SEC-registered investment adviser (CRD 113526). Regulatory assets under management: $103.9M.

Registration

• CRD: 113526
• SEC file number: 801-132837
• Type: Registered investment adviser
• Location: 8 SCHOOL STREET, STE 11, BETHEL, CT, 06801
• Phone: 203-798-9873
• Latest filing: 2025-08-08
• Regulatory AUM: $103.9M
• Discretionary AUM: $103.9M
• Clients: 5
• Accounts: 478

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113526 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search