JD
ChFC
JD
ChFC

John Darer

16 Years of Experience
Stamford, CT
Sells Insurance

John Darer is a ChFC-designated registered investment advisor at Groove Financial Advisors, LLC, based in Stamford, CT, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

43 Harbor Drive, Unit 309, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

John is the CEO of 4structures.com LLC, working with attorneys, insurance companies, and plaintiffs on financial issues related to litigation, dedicating nearly full-time hours. He also works as a broker selling insurance products and refers clients to trust companies, but spends minimal time on these activities. Additionally, John works about 10-20% of his time as a registered investment advisor for Advocacy Wealth Management.

Employment History
Current Registrations
Groove Financial Advisors, LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Advocacy Wealth Management, LLC
March 2013 - December 2016 · 3 yrs 9 mos
MML Investors Services, LLC
June 2009 - June 2011 · 2 yrs
Northwestern Mutual Investment Services,llc
February 2006 - April 2009 · 3 yrs 2 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Darer - Financial Advisor | TrueAdvisor