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Corey Michael Gleason

JAT CAPITAL MANAGEMENT LP·GREENWICH, Connecticut
Clean recordJAT CAPITAL MANAGEMENT LP
ONE GREENWICH PLAZA, GREENWICH, CT 06830CRD# 7690518Firm CRD# 311599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Corey Michael Gleason · GREENWICH, CT
Registration
CRD #7690518 · JAT CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Corey Michael Gleason is a registered financial advisor based in GREENWICH, Connecticut, affiliated with JAT CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JAT CAPITAL MANAGEMENT LP
JAT CAPITAL MANAGEMENT LP
AUM
$1.5B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at JAT CAPITAL MANAGEMENT LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7690518
Firm CRD# 311599
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Corey Michael Gleason offer?
Corey Michael Gleason specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Corey Michael Gleason's credentials?
Corey Michael Gleason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Corey Michael Gleason located?
Corey Michael Gleason is based in GREENWICH, Connecticut, working with JAT CAPITAL MANAGEMENT LP. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Corey Michael Gleason charge for services?
Corey Michael Gleason'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 JAT CAPITAL MANAGEMENT LP?
JAT CAPITAL MANAGEMENT LP has approximately 14 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JAT CAPITAL MANAGEMENT LP

Kenneth Francis Palumbo
GREENWICH, CT

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Nearby cities in Connecticut
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Research
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