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Stephen Coulam Sloan

PORTFOLIO ADVISORS LLC·DARIEN, Connecticut
Unclaimed Profile
9 OLD KINGS HIGHWAY SOUTH, DARIEN, CT 06820CRD# 4233496Firm CRD# 105981
01

About

Stephen Coulam Sloan 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
View all advisors at PORTFOLIO ADVISORS LLC →
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# 4233496
Firm CRD# 105981
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Coulam Sloan offer?
Stephen Coulam Sloan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DARIEN, Connecticut for a consultation.
What are Stephen Coulam Sloan's credentials?
Stephen Coulam Sloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Coulam Sloan located?
Stephen Coulam Sloan is based in DARIEN, Connecticut, working with PORTFOLIO ADVISORS LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Stephen Coulam Sloan charge for services?
Stephen Coulam Sloan'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.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)NORWALK (134)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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