Skip to content

Eileen Foley Allgrove

Investment adviser representative at Fiducient Advisors LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$97.5BFirm assets

Are you Eileen Foley Allgrove? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Fiducient Advisors LLCJan 2021 to now
  2. Dimeo Schneider & Associates LLCJan 2021 to now
  3. Fiduciary Investment AdvisorsNov 2017 to Dec 2020
  4. BNY Mellon, N.A.Nov 2007 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

Registered as an investment adviser representative in 1 state (CT).

Fiducient Advisors LLC

$97.5BAssets managed
1,239Clients
68Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2972086
Firm CRD
106720
Advisor's SEC record (opens in a new tab)
CallContact this firm