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FIERSTON FINANCIAL GROUP INC

WEST HARTFORD, CT · CRD 105003 · IAPD ↗ · 860-521-2100

$1.04BRegulatory AUM
5Advisory reps
7Employees
4Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — FIERSTON FINANCIAL GROUP INC crossed $1B in regulatory AUM ($942.6M -> $1.04B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
March 2025 — FIERSTON FINANCIAL GROUP INC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.