FISCAL WISDOM WEALTH MANAGEMENT LLC

FISCAL WISDOM WEALTH MANAGEMENT LLC of CANTON, CT is an SEC-registered investment adviser (CRD 168299). Regulatory assets under management: $386.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (9)

NameRoleLocation
Daniel Anthony RobertsCCO
Michael Edward ChadwickCEO; CEO OWNER
LENT RAYMOND LAWRENCEPART OWNER; PART-OWNER
ROBERTS DANIEL ANTHONYCCO
BARATTA MICHAEL ALFONSECEO; SOLE OWNER/ PRESIDENT/ DIRECTOR
FOX RANDY CLEVECHIEF COMPLIANCE OFFICER
ACKERMAN KENNETH MICHAELCHIEF COMPLIANCE OFFICER/PRESIDENT; CHIEF OPERATING OFFICER
CHIEN ECHO CHIAPINGPART OWNER; PART-OWNER
CHADWICK MICHAEL EDWARDCEO; CEO OWNER; PART OWNER (+1 more)

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