Gregory
Francoeur

Fci Advisors

CRD#4726525
Investment Advisor
in Shelton, CT

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About this Advisor

Gregory Francoeur is a financial advisor based in Shelton, Connecticut, working with Fci Advisors. Gregory has previously held positions at Fci Advisors, Robert Half International, and North Star Partners. Gregory has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Gregory is part of Fci Advisors, which operates out of Shelton, Connecticut. The firm has 6 offices and 68 employees. The firm manages assets totaling $15.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Fci Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

4 Research Drive, Suite 403
Shelton, CT 06484

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Fci Advisors Brokerage Details

Total Assets Under Management

$15,083,813,669

CT Average: $2,243,162,756
Total Number of Employees

68

CT Average: 44
Total Number of Accounts

14,421

CT Average: 4,091
Average Account Size

$1,045,962

CT Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Gregory Francoeur Work History

2018 - Present (6 years)

Fci Advisors

2017 - 2018 (1 year)

Robert Half International

2012 - 2017 (5 years)

North Star Partners

Disclosures

Please visit the SEC profile of Gregory Francoeur 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 Fci Advisors

Anthony Rutledge
Leawood, KS
Bryan Unterhalter
Leawood, KS
Stephen Lawler
Leawood, KS
Alexander Larsen
Englewood, CO
Michael Fasone
Westerville, OH
Craig Rockey
Leawood, KS
Emily West
Leawood, KS
Ute Clune
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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