Unclaimed Profile

Diane Tuffey

WHITE MOUNTAINS ADVISORS LLC·GUILFORD, Connecticut

Clean recordWHITE MOUNTAINS ADVISORS LLC

200 HUBBARD ROAD, GUILFORD, CT 06437CRD# 4508148Firm CRD# 104891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diane Tuffey · GUILFORD, CT

Registration

CRD #4508148 · WHITE MOUNTAINS ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Diane Tuffey is a registered financial advisor based in GUILFORD, Connecticut, affiliated with WHITE MOUNTAINS ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

WHITE MOUNTAINS ADVISORS LLC

AUM

$5.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WHITE MOUNTAINS ADVISORS LLC →

Services

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4508148

Firm CRD# 104891

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Frequently Asked Questions

What services does Diane Tuffey offer?

Diane Tuffey specializes in Wealth Management, Fee-Only Advisory. Contact their office in GUILFORD, Connecticut for a consultation.

What are Diane Tuffey's credentials?

Diane Tuffey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Tuffey located?

Diane Tuffey is based in GUILFORD, Connecticut, working with WHITE MOUNTAINS ADVISORS LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.

How does Diane Tuffey charge for services?

Diane Tuffey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITE MOUNTAINS ADVISORS LLC?

WHITE MOUNTAINS ADVISORS LLC has approximately 30 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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