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Gregory Raymond Trzaski

Symmetry Partners

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About Gregory Raymond Trzaski

Gregory Trzaski is a registered investment advisor representative with Symmetry Partners. Gregory has been in the industry since July 24, 2017. Gregory is registered in 51 states and is also a registered representative. Symmetry Partners is a registered investment adviser that provides investment advisory services to individuals, businesses, and investment companies. The firm has a strong focus on providing personalized investment advice and portfolio management services. Gregory is committed to helping clients achieve their financial goals.

Firm Information

Gregory Trzaski is currently registered with Symmetry Partners. Symmetry Partners is an investment advisory firm with offices in Glastonbury, CT. The firm specializes in providing portfolio management services for individuals, businesses, investment companies, and other institutional clients. Symmetry Partners also provides sub-advisory services to other investment advisers. As of the latest data, the firm manages over $5.8 billion in assets for over 13,700 accounts.
Symmetry Partners

151 NATIONAL DRIVE

GLASTONBURY, CT 06033

$5.88B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub-advisor

Sub-advisor

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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percentage of assets

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

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other

Fee paid for sub-advisor services provided to ria

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Gregory Trzaski’s Registration & Firm History

CT

07/25/2017 - Present

Symmetry Partners (GLASTONBURY CT)

NE

12/19/2017 - 03/16/2018

NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)

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Licenses & Designations

BC

Issued 01/05/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/25/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Raymond Trzaski.
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