Glenn
Zavorskas
Principle Wealth Partners LLC
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About this Advisor
Glenn Zavorskas is a financial advisor operating in Madison, Connecticut, who has 1 year of relevant experience. Zavorskas is on the advisory team at Principle Wealth Partners LLC. Over the course of their career, Zavorskas has held roles at The Prudential Insurance Co Of America, Prudential Annuities Distributors, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Rbc Capital Markets LLC, City National Bank and Principle Wealth Partners LLC. Zavorskas maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Connecticut. Principle Wealth Partners LLC is an advisory company based out of Madison, CT. The company has offices in four locations and a total of 22 financial advisors. It administers $2 billion in assets across its 3,177 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 3,177 client accounts, 42% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types charged by Principle Wealth Partners LLC likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principle Wealth Partners LLC Brokerage Details
$1,860,973,321
22
3,177
$585,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Glenn Zavorskas Work History
Glenn has been registered as a financial advisor for 1 years.*
Principle Wealth Partners LLC
City National Bank
Rbc Capital Markets LLC
Wells Fargo Advisors LLC
Wells Fargo Clearing Services, LLC
The Prudential Insurance Co Of America
Prudential Annuities Distributors
*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 Glenn Zavorskas 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 Principle Wealth Partners LLC
Madison, CT
Westport, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
Madison, CT
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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