Douglas Packard
Dennis Glynn, CPA · Rocky Hill, Connecticut
Douglas Packard is a fee-only financial advisor at Dennis Glynn, CPA in Rocky Hill, Connecticut. Dennis Glynn, CPA reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Dennis Glynn, CPA |
|---|---|
| Based in | Rocky Hill, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40M across 69 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2839002 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Douglas's firm compares
- Dennis Glynn, CPA's average account is about $580,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Douglas
Is Douglas Packard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Dennis Glynn, CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Dennis Glynn, CPA, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Douglas Packard based?
Douglas Packard is based in Rocky Hill, Connecticut.
Is Douglas Packard registered with the SEC?
Yes. Douglas Packard is registered as an investment adviser representative in CT (CRD 2839002), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dennis Glynn, CPA manage?
Dennis Glynn, CPA reports $40M across 69 accounts in assets under management.
How do I contact Douglas Packard?
Contact details aren't on file yet. Search for Dennis Glynn, CPA.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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