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Advisor at FIDUCIENT ADVISORS LLC
WINDSOR, CT | CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | Mixed wealth | Jan 12, 2021 | n/a | yes | CHICAGO, IL|WINDSOR, CT | Current employment |
| FIDUCIARY INVESTMENT ADVISORS, LLC | Former SEC adviser | Dec 24, 2014 | Dec 31, 2020 | no | WINDSOR, CT | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 22, 2009 | Nov 11, 2014 | no | PURCHASE, NY|West Hartford, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDUCIARY INVESTMENT ADVISORS, LLC | FIDUCIENT ADVISORS LLC | Dec 31, 2020 | Jan 12, 2021 | 12 | Bulk transfer | Other |
| MORGAN STANLEY | FIDUCIARY INVESTMENT ADVISORS, LLC | Nov 11, 2014 | Dec 24, 2014 | 43 | Firm change | Other |