George
Repasky
Foundations Investment Advisors LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
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.*
Foundations Investment Advisors LLC
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.
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