Claim Profile
CS

Colin Chirstopher Stauffer

PORTFOLIO ADVISORS LLC·DARIEN, Connecticut
Unclaimed Profile
9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 6314872Firm CRD# 105981
01

About

Colin Chirstopher Stauffer is a registered financial advisor based in DARIEN, Connecticut, affiliated with PORTFOLIO ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PORTFOLIO ADVISORS LLC
PORTFOLIO ADVISORS LLC
AUM
$42.2B
Regulatory assets under management
Employees
158
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6314872
Firm CRD# 105981
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DARIEN?

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

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 Colin Chirstopher Stauffer offer?
Colin Chirstopher Stauffer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DARIEN, Connecticut for a consultation.
What are Colin Chirstopher Stauffer's credentials?
Colin Chirstopher Stauffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Colin Chirstopher Stauffer located?
Colin Chirstopher Stauffer is based in DARIEN, Connecticut, working with PORTFOLIO ADVISORS LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Colin Chirstopher Stauffer charge for services?
Colin Chirstopher Stauffer's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO ADVISORS LLC?
PORTFOLIO ADVISORS LLC has approximately 158 employees and manages $42.2B 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 →
Browse by specialty