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Amity Brook Raia

Adviceone Advisory Services, LLC

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About Amity Brook Raia

Amity Brook Raia is an Investment Advisor Representative at Adviceone Advisory Services, LLC. Amity is registered with the state of Nevada. Amity has been in the industry since 2015 and has experience working with high-net-worth individuals and other clients. Amity holds the Series 65 Uniform Investment Adviser Law Examination. The firm manages approximately $1,371,176,097 in assets for 4,217 clients. The firm's services include financial planning and portfolio management for individuals.

Firm Information

Amity Raia is currently registered with Adviceone Advisory Services, LLC. Adviceone Advisory Services, LLC is a registered investment advisor based in Glastonbury, CT. The firm provides financial planning and portfolio management services to individuals and charitable organizations. Adviceone manages approximately $1.37 billion in assets for over 4,200 clients.
Adviceone Advisory Services, LLC

100 WESTERN BOULEVARD

GLASTONBURY, CT 06033

$1.37B

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amity Raia’s Registration & Firm History

CT

12/18/2023 - Present

Adviceone Advisory Services, LLC (GLASTONBURY CT)

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Licenses & Designations

IA

Issued 11/06/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amity Brook Raia.
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