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Jay Stuart Spivak

SPIVAK ASSET MANAGEMENT, LLC·AVON, Connecticut
Clean recordSPIVAK ASSET MANAGEMENT, LLC
172 WEST MAIN STREET, AVON, CT 06001CRD# 2763969Firm CRD# 125714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jay Stuart Spivak · AVON, CT
Registration
CRD #2763969 · SPIVAK ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jay Stuart Spivak is a registered financial advisor based in AVON, Connecticut, affiliated with SPIVAK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SPIVAK ASSET MANAGEMENT, LLC
SPIVAK ASSET MANAGEMENT, LLC
AUM
$358M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SPIVAK ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2763969
Firm CRD# 125714
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Stuart Spivak offer?
Jay Stuart Spivak specializes in Investment Management, Fee-Only Advisory. Contact their office in AVON, Connecticut for a consultation.
What are Jay Stuart Spivak's credentials?
Jay Stuart Spivak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Stuart Spivak located?
Jay Stuart Spivak is based in AVON, Connecticut, working with SPIVAK ASSET MANAGEMENT, LLC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does Jay Stuart Spivak charge for services?
Jay Stuart Spivak's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPIVAK ASSET MANAGEMENT, LLC?
SPIVAK ASSET MANAGEMENT, LLC has approximately 1 employees and manages $358M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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