Osaic Advisory Services
42yrs
Top advisor by experience in Windsor
19yrs
Sofia Dumansky
Financial advisor at Eagle Strategies
Based in Windsor, Connecticut, Sofia Dumansky is a fiduciary financial advisor with 19 years of industry experience. Sofia has been with Eagle Strategies since 2012. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 94 advisors with offices in Windsor, and one of 91 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 61% of advisors at Eagle Strategies
Office100 Northfield Drive Suite 200, Windsor, CT 06095
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowEagle Strategies LLCCurrent firm
Questions to ask Sofia
Tailored to Sofia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sofia
How do I contact Sofia?
Call Eagle Strategies at (888) 695-3245 and ask for Sofia Dumansky. Sofia works from the Windsor, CT office.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 2007, about 19 years. More experience than 61% of advisors at Eagle Strategies.
What licenses does Sofia hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sofia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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