George
Repasky

Foundations Investment Advisors LLC

CRD#2796025
Investment Advisor
in New Milford, CT

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About this Advisor

George Repasky is a financial advisor based in New Milford, Connecticut with a total of 4 years of relevant experience. Repasky currently works for Foundations Investment Advisors LLC. Their career trajectory has included roles at Foundations Investment Advisors LLC and Primerica Financial Services. Repasky holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Connecticut. Foundations Investment Advisors LLC is a registered investment company based out of Phoenix, AZ. It has offices in 85 locations and a total of 229 employees. It handles $4 billion in assets across its 34,273 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 34,273 client accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on which service is offered. Fee types charged by Foundations Investment Advisors LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

New Milford, CT

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Foundations Investment Advisors LLC Brokerage Details

Total Assets Under Management

$3,760,076,801

CT Average: $1,555,372,352
Total Number of Employees

229

CT Average: 37
Total Number of Accounts

34,273

CT Average: 1,370
Average Account Size

$109,710

CT Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

George Repasky Work History

George has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Foundations Investment Advisors LLC

2015 - 2019 (4 years)

Primerica Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of George Repasky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Foundations Investment Advisors LLC

Jacqueline Fursman
Wayzata, MN
Alin Lozada
Sarasota, FL
Murray Titterington
Phoenix, AZ
Brittany Hagy
Phoenix, AZ
Thomas Fadden
Plymouth, MA
Andrew Harmon
Phoenix, AZ
Andrew Williams
Warren, ME
Susan Mcbournie
Moultonborough, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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