Richard
Forzano

Fsc Securities Corporation

CRD#1541256
Investment Advisor
in Milford, CT

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About this Advisor

Richard Forzano is a financial advisor operating in Milford, Connecticut who has 31 years of relevant experience. Forzano works at Fsc Securities Corporation. Forzano has gained experience at Fsc Securities Corporation and City Of Milford, Ct Board Of Education. Forzano has a Series 63 license, designating them as a securities representative, and is able to operate in Connecticut, Florida, Georgia, Massachusetts, New Hampshire and New Jersey. Fsc Securities Corporation is a registered investment company that has its headquarters in Atlanta, GA. The investment advisory business has offices in 334 locations and a total of 2,174 employees. It has $12 billion in assets among its 52,792 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 94 charitable organizations. Of its 52,792 accounts, just 14% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on the services. Fees charged by Fsc Securities Corporation most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

57 Plains Road Suite 3D
Milford, CT 06461

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Fsc Securities Corporation Brokerage Details

Total Assets Under Management

$11,745,651,239

CT Average: $3,570,121,308
Total Number of Employees

2,174

CT Average: 58
Total Number of Accounts

52,792

CT Average: 1,608
Average Account Size

$222,489

CT Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Richard Forzano Work History

Richard has been registered as a financial advisor for 31 years.*

1992 - Present (32 years)

Fsc Securities Corporation

2013 - 2020 (7 years)

City Of Milford, Ct Board Of Education

*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 Richard Forzano 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 Fsc Securities Corporation

Cynthia Pelosi
Atlanta, GA
Terry Thompson
Traverse City, MI
Nicholas Klanke
Bloomfield Hills, MI
Daniel Stith
Oklahoma City, OK
Mark Brower
Atlanta, GA
Patricia Elebash
Atlanta, GA
Danielle Holmes
Grove City, OH
Tal Diekvoss
Milwaukee, WI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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