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Ian Gerald Wace

MARSHALL WACE NORTH AMERICA L.P.·COS COB, Connecticut
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3 RIVER ROAD, COS COB, CT 06807-2717CRD# 1726373Firm CRD# 135902
01

About

Ian Gerald Wace is a registered financial advisor based in COS COB, Connecticut, affiliated with MARSHALL WACE NORTH AMERICA L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MARSHALL WACE NORTH AMERICA L.P.
MARSHALL WACE NORTH AMERICA L.P.
AUM
$36.2B
Regulatory assets under management
Employees
154
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1726373
Firm CRD# 135902
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ian Gerald Wace offer?
Ian Gerald Wace specializes in Retirement Planning. Contact their office in COS COB, Connecticut for a consultation.
What are Ian Gerald Wace's credentials?
Ian Gerald Wace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Gerald Wace located?
Ian Gerald Wace is based in COS COB, Connecticut, working with MARSHALL WACE NORTH AMERICA L.P.. Their office serves clients in the COS COB metropolitan area and surrounding communities.
How does Ian Gerald Wace charge for services?
Ian Gerald Wace's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARSHALL WACE NORTH AMERICA L.P.?
MARSHALL WACE NORTH AMERICA L.P. has approximately 154 employees and manages $36.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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