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Adrian Alexander Uberto

PARAFI CAPITAL LP·GREENWICH, Connecticut
SIE, Series 7, Series 24, Series 79TOClean recordPARAFI CAPITAL LP
500 WEST PUTNAM AVENUE, GREENWICH, CT 06830CRD# 5918975Firm CRD# 294670

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Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adrian Alexander Uberto · GREENWICH, CT
Registration
CRD #5918975 · PARAFI CAPITAL LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PARAFI CAPITAL LP
CRD 294670 · SEC 801-121952
AUM
$945M
Regulatory assets under management
Employees
20
10 client accounts
Services offered by PARAFI CAPITAL LP
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PARAFI CAPITAL LP →
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04

Frequently Asked Questions

What services does Adrian Alexander Uberto offer?
Adrian Alexander Uberto specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Adrian Alexander Uberto's credentials?
Adrian Alexander Uberto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adrian Alexander Uberto located?
Adrian Alexander Uberto is based in GREENWICH, Connecticut, working with PARAFI CAPITAL LP. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Adrian Alexander Uberto charge for services?
Adrian Alexander Uberto'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 PARAFI CAPITAL LP?
PARAFI CAPITAL LP has approximately 20 employees and manages $945M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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