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Michelle Frances Tan

CANDLESTICK CAPITAL MANAGEMENT LP·GREENWICH, Connecticut
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1 LAFAYETTE PLACE, GREENWICH, CT 06830CRD# 4121305Firm CRD# 305218
01

About

Michelle Frances Tan is a registered financial advisor based in GREENWICH, Connecticut, affiliated with CANDLESTICK CAPITAL MANAGEMENT LP. 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
CANDLESTICK CAPITAL MANAGEMENT LP
CANDLESTICK CAPITAL MANAGEMENT LP
AUM
$6.1B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at CANDLESTICK CAPITAL MANAGEMENT LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4121305
Firm CRD# 305218
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Frances Tan offer?
Michelle Frances Tan specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Michelle Frances Tan's credentials?
Michelle Frances Tan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Frances Tan located?
Michelle Frances Tan is based in GREENWICH, Connecticut, working with CANDLESTICK CAPITAL MANAGEMENT LP. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Michelle Frances Tan charge for services?
Michelle Frances Tan'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 CANDLESTICK CAPITAL MANAGEMENT LP?
CANDLESTICK CAPITAL MANAGEMENT LP has approximately 43 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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