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ADVICEONE ADVISORY SERVICES, LLC

GLASTONBURY, CT · CRD 111614 · IAPD ↗ · 860-659-4900

$2.05BRegulatory AUM
14Advisory reps
56Employees
0Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — ADVICEONE ADVISORY SERVICES, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
April 2025 — ADVICEONE ADVISORY SERVICES, LLC grew from 13 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — ADVICEONE ADVISORY SERVICES, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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