Old Saybrook, CT
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alan conducts financial services for retail individuals through Summit Financial Advisors LLC and American Heritage Financial, spending about 10-20% of his time on each. He also owns Bromar Realty and sells insurance to clients as needed, dedicating a few hours per week to insurance sales.