Symmetry Partners, LLC

 Symmetry Partners, LLC contact information is shown below
Owner:SYMMETRY PARTNERS, LLC
Owner Address:151 National Drive Glastonbury CT 06033
Owner Web Site
Owner Phone
Owner Toll Free
Owner Fax

 

Brands Owned bySymmetry Partners, LLC

Brand:

ADVISOR CENTERPOINT

Description:

Investment advisory and management services, namely, providing information, advice, and access to technology to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients;Providing registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services with access, through an Internet portal, to comprehensive, centralized technology to conduct and manage the day-to-day aspects of their businesses, namely, client relationship management, marketing and sales support, financial planning, proposal generation, account reporting, and practice operation services, consisting of account management, research, client billing, trading and rebalancing, account reconciliation and portfolio management;

Category: INVESTMENT ADVISORY MANAGEMENT SERVICES
Brand:

ADVISORENVOY

Description:

Investment advisory and management services, namely, providing financial investment information and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients, and others who provide investment-related financial services to clients;ADVISOR ENVOY;Software as a service (SAAS) services, namely, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, including client billing, investment portfolio rebalancing, account reconciliation, and investment portfolio management, marketing and sales support, including tracking and managing marketing and sales activities, financial planning, proposal generation, investment portfolio construction and account reporting;

Category: INVESTMENT ADVISORY MANAGEMENT SERVICES
Brand:

COMMODITIZING ALPHA

Description:

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others;

Category: FINANCIAL SERVICES
Brand:

ENVOY

Description:

Investment advisory and management services, namely, providing investment information and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients, and others who provide investment-related financial services to clients;Software as a service (SAAS) services, namely, cloud application services, cloud information services, and cloud business process services, featuring temporary use of online non-downloadable software for registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services, for use in conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, marketing and sales activities, financial planning, proposal generation, investment portfolio construction, account reporting, and practice operations, consisting of account management, research, client billing, trading, investment portfolio rebalancing, account reconciliation, and investment portfolio management;

Category: INVESTMENT ADVISORY MANAGEMENT SERVICES
Brand:

FACTORING ALPHA

Description:

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others;

Category: FINANCIAL SERVICES
Brand:

FIXEDALT

Description:

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others;FIXED ALT;

Category: FINANCIAL SERVICES
Brand:

GLOBALCORE

Description:

[ Training in the field of finance and investments for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients ];Investment management and investment advisory services in the field of mutual funds and exchange traded funds, namely, investment management and investment advisory services for clients and for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients, in the nature of financial analysis, advice on investment strategy, portfolio management and investment account performance monitoring, and providing investment account support and information services, namely, responding to inquiries regarding investment accounts; Operational support services in the field of mutual funds and exchange traded funds, namely, administrative processing of investment accounts, and administrative processing of orders to execute trades, for clients and for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to others;GLOBAL CORE;Continuous marketing services for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients;

Category: TRAINING FIELD
Brand:

PASSIVE AT THE CORE

Description:

Investment advisory services and investment management services, namely, providing information and advice relating to investment portfolio construction and investment strategy, and providing investment management services utilizing various investment vehicles, to clients, registered investment advisers, investment adviser representatives, financial advisors, and others who provide investment-related financial services to clients, based on a passive investment philosophy;Providing advertising and marketing services to registered investment advisers, investment adviser representatives, financial advisors, and others who provide investment-related financial services to clients, based on a passive management philosophy;

Category: INVESTMENT ADVISORY SERVICES INVESTMENT
Brand:

S

Description:

The mark consists of a square with rounded edges with a circle inside the rounded square and the letter S inside the circle.;Computer application software for use by registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services for conducting and managing the day-to-day aspects of their businesses, namely, software for use in client relationship management, marketing, sales support, financial planning, and investment portfolio construction and providing the user with updated financial information;Investment advisory and management services, namely, providing investment information, and investment advice to registered investment advisers, investment adviser representatives, financial advisors, clients and others who provide investment-related financial services to clients;SYMMETRY;Color is not claimed as a feature of the mark.;

Category: