Sharon Dufresne
Sharon Dufresne is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in South Lyme, CT, with 21 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
South Lyme, CT
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sharon owns Sharon M Dufresne & Associates, a tax preparation and accounting business, since 2004, dedicating full-time hours. She is also an agent for Avantax Insurance Agency/Services, selling approved insurance products, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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