Gerald
Alena
Trpc Advisory Services
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About this Advisor
Gerald Alena is a financial advisor based in Middlebury, Connecticut, working with Trpc Advisory Services. Gerald has previously held positions at John Hancock Distributors LLC, John Hancock, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, The Retirement Plan Company, LLC, Choose High Performance, LLC, and Extended Travel. Gerald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Gerald is part of Trpc Advisory Services, which operates out of Middlebury, Connecticut. The firm has 2 offices and 13 employees. The firm manages assets totaling $899.2 million. The services offered by the firm include pension consulting services and educational seminars. The fee structure at Trpc Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trpc Advisory Services Brokerage Details
$899,176,824
13
644
$1,396,237
Investment Advisory Services
- Pension consulting services
- Educational seminars/workshops
Gerald Alena Work History
The Retirement Plan Company, LLC
Choose High Performance, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Extended Travel
John Hancock Distributors LLC
John Hancock
Disclosures
Please visit the SEC profile of Gerald Alena 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 Trpc Advisory Services
Fort Thomas, KY
North Richland Hills, TX
Huntington Beach, CA
Middlebury, CT
Grapevine, TX
Henderson, NV
Canton, GA
Dayton, OH
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