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Nancy Elizabeth O'connor

GENERATIVE INVESTMENT PARTNERS LP·GREENWICH, Connecticut
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80 FIELD POINT ROAD, GREENWICH, CT 06830CRD# 5920102Firm CRD# 312473
01

About

Nancy Elizabeth O'connor is a registered financial advisor based in GREENWICH, Connecticut, affiliated with GENERATIVE INVESTMENT PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GENERATIVE INVESTMENT PARTNERS LP
GENERATIVE INVESTMENT PARTNERS LP
AUM
$125M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GENERATIVE INVESTMENT PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5920102
Firm CRD# 312473
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Elizabeth O'connor offer?
Nancy Elizabeth O'connor specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Nancy Elizabeth O'connor's credentials?
Nancy Elizabeth O'connor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Elizabeth O'connor located?
Nancy Elizabeth O'connor is based in GREENWICH, Connecticut, working with GENERATIVE INVESTMENT PARTNERS LP. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Nancy Elizabeth O'connor charge for services?
Nancy Elizabeth O'connor'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 GENERATIVE INVESTMENT PARTNERS LP?
GENERATIVE INVESTMENT PARTNERS LP has approximately 4 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENERATIVE INVESTMENT PARTNERS LP

Samir Siahmed
GREENWICH, CT
Esteban Cristian Amaro
GREENWICH, CT
Sean Robert Grogan
GREENWICH, CT

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