RIA Intelligence

FISCAL DYNAMICS INCORPORATED

CRD #111155 SEC #801-63175 FARMINGTON, CT 860-677-1753
SEC Registered
Total AUM
$78.4M
Discretionary
$47.4M
Employees
1
Clients
11
Accounts
131

Firm Details

Organization Type
Corporation
State of Formation
Delaware
Fiscal Year End
MARCH
Registration Date
--
Latest Filing
Mar 29, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOURDEAU, PAUL, LIDIRECTORNA Control
BOURDEAU, PAUL, LIDIRECTORNA Control
BOURDEAU, PAUL, LIDIRECTORNA Control
BOURDEAU, PAUL, LIDIRECTORNA Control
BOURDEAU, PAUL, LIDIRECTORNA Control
BOURDEAU, PAUL, LIDIRECTORNA Control
BUCCHI, RONIDIRECTORNA Control
BUCCHI, RONIDIRECTORNA Control
BUCCHI, RONIDIRECTORNA Control
BUCCHI, RONIDIRECTORNA Control
BUCCHI, RONIDIRECTORNA Control
BUCCHI, RONIDIRECTORNA Control
MELINSON, GREGGIDIRECTORNA Control
MELINSON, GREGGIDIRECTORNA Control
MELINSON, GREGGIDIRECTORNA Control
MELINSON, GREGGIDIRECTORNA Control
MELINSON, GREGGIDIRECTORNA Control
MELINSON, GREGGIDIRECTORNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENT, DIRECTORNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENT, COO, CIO, SECRETARY & DIRECTORNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENT, DIRECTORNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENT, DIRECTORNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENTNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENTNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENTNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENT, COO, CIO, SECRETARY & DIRECTORNA Control
SULLIVAN, BRIAN, PARKERIVICE PRESIDENT, COO, CIO, SECRETARY & DIRECTORNA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, CEO, CFO, CHIEF COMPLIANCE OFFICER,TREAS.NA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, CEO, CFO, CHIEF COMPLIANCE OFFICER,TREAS.NA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, CEO, CFO, CHIEF COMPLIANCE OFFICER,TREAS.NA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, CEO, CFO, CHIEF COMPLIANCE OFFICER,TREAS.NA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, COO, CFO, TREASURER, DIRECTORNA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, COO, CFO, TREASURER, DIRECTORNA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, COO, CFO, CHIEF COMPLIANCE OFFICER,TREAS., & DIR.NA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, CEO, CFO, CHIEF COMPLIANCE OFFICER,TREAS.NA Control
SULLIVAN, RICHARD, PARKERIPRESIDENT, CEO, CFO, CHIEF COMPLIANCE OFFICER,TREAS.NA Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control
FISCAL DYNAMICS ASSOCIATES, INC.DEPARENT CORP.E Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.E
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.E
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.E
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.E
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.E
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.E
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.D
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.D
SULLIVAN, RICHARD, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.D
SULLIVAN, BRIAN, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.C Control
SULLIVAN, BRIAN, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.C Control
SULLIVAN, BRIAN, PARKERIFISCAL DYNAMICS ASSOCIATES, INC.C Control

Registrations

Federal

IA
Mar 29, 2012 REGISTERED

Notice Filings (4)

CT FL MA NY

Address

314 FARMINGTON AVENUE
FARMINGTON, CT 06032
United States
Phone: 860-677-1753