Gregory
Trzaski

Symmetry Partners

CRD#6816483
Investment Advisor
in Glastonbury, CT

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About this Advisor

Gregory Trzaski is a financial advisor based in Glastonbury, Connecticut, working with Symmetry Partners. Gregory has previously held positions at Big Y Foods, Inc, Symmetry Partners, LLC, Northern Lights Distributors, LLC, and Foreside Financial Services, LLC. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Gregory is part of Symmetry Partners, which operates out of Glastonbury, Connecticut. The firm has 1 office and 66 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Symmetry Partners includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

151 National Drive
Glastonbury, CT 06033

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Symmetry Partners Brokerage Details

Total Assets Under Management

$5,879,425,880

CT Average: $5,297,377,271
Total Number of Employees

66

CT Average: 35
Total Number of Accounts

13,776

CT Average: 690
Average Account Size

$426,788

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Gregory Trzaski Work History

2018 - Present (6 years)

Foreside Financial Services, LLC

2015 - Present (9 years)

Symmetry Partners, LLC

2017 - 2018 (1 year)

Northern Lights Distributors, LLC

2012 - 2015 (3 years)

Big Y Foods, Inc

Disclosures

Please visit the SEC profile of Gregory Trzaski 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 Symmetry Partners

William Perham
Glastonbury, CT
James Lavery
Glastonbury, CT
Gregory Trzaski
Glastonbury, CT
Robert Hawke
Glastonbury, CT
Michael Storer
Glastonbury, CT
George Pate
Ayden, NC
Rebecca Cioban
Glastonbury, CT
Thomas Romano
Glastonbury, CT

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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