Symmetry Partners

Overview

Symmetry Partners is an SEC registered investment adviser based in Glastonbury, CT, registered since 2002. It reports $4.7B in assets under management across 11,419 accounts, with 52 employees. It has 23 investment adviser representatives.

Reported AUM

$4.7B

Discretionary

100%

Accounts

11,419

Average account

$414K

Employees

52

Advisory reps

23

Registered since

2002

Jurisdictions

52

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Investment Companies
• Pension/Profit Sharing Plan

Fee structure

Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Christopher Codeanne Chief Operating Officer CRD 7979648
• Daniel John Zappone Chief Compliance Officer CRD 4470083
• David Edward Connelly Jr Manager, Member CRD 2269331

Advisory reps 3 of 23

• Brock Adams Insurance Agent · Investment Adviser Rep CRD 6488540
• Paul Michael Bandurski Insurance Agent · Investment Adviser Rep CRD 4192035
• Isaac Bartholomew Investment Adviser Rep CRD 8018467

20 more advisory reps, with emails, phones and branch locations

Location

Headquarters

151 National Dr
Glastonbury, CT 06033

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: symmetrypartners.com

Every state, with registration dates

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