AdvisorOS Directory
Claim Profile
SL

Stephen Thomas Lisenby

ONE RIVER ASSET MANAGEMENT, LLC·COS COB, Connecticut
Unclaimed Profile
3 RIVER ROAD, COS COB, CT 06807CRD# 5773751Firm CRD# 167835
01

About

Stephen Thomas Lisenby is a registered financial advisor based in COS COB, Connecticut, affiliated with ONE RIVER ASSET MANAGEMENT, LLC. 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
ONE RIVER ASSET MANAGEMENT, LLC
ONE RIVER ASSET MANAGEMENT, LLC
AUM
$4.0B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at ONE RIVER ASSET MANAGEMENT, LLC →
Services
Pension consulting
Market timing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5773751
Firm CRD# 167835
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COS COB?

Browse all registered financial advisors in COS COB, Connecticut or claim this profile if it's yours.

Browse COS COB AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Thomas Lisenby offer?
Stephen Thomas Lisenby specializes in Retirement Planning. Contact their office in COS COB, Connecticut for a consultation.
What are Stephen Thomas Lisenby's credentials?
Stephen Thomas Lisenby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Thomas Lisenby located?
Stephen Thomas Lisenby is based in COS COB, Connecticut, working with ONE RIVER ASSET MANAGEMENT, LLC. Their office serves clients in the COS COB metropolitan area and surrounding communities.
How does Stephen Thomas Lisenby charge for services?
Stephen Thomas Lisenby'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 ONE RIVER ASSET MANAGEMENT, LLC?
ONE RIVER ASSET MANAGEMENT, LLC has approximately 32 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COS COB
Andrew Scott Cooper — PEGASUS CAPITAL ADVISORS, L.P.Richard Arthur Weinber — PEGASUS CAPITAL ADVISORS, L.P.Hee Kyung Hannah Kong — PEGASUS CAPITAL ADVISORS, L.P.Michael John O'brien — IRON TRIANGLE PARTNERS LPIan Gerald Wace — MARSHALL WACE NORTH AMERICA L.P.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile