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Kara Susan Roe

GLOBAL PORTFOLIO STRATEGIES, INC.·HARTFORD, Connecticut
Unclaimed Profile
280 TRUMBULL STREET, HARTFORD, CT 06103CRD# 6459083Firm CRD# 105812
01

About

Kara Susan Roe is a registered financial advisor based in HARTFORD, Connecticut, affiliated with GLOBAL PORTFOLIO STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
GLOBAL PORTFOLIO STRATEGIES, INC.
GLOBAL PORTFOLIO STRATEGIES, INC.
AUM
$1.7B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at GLOBAL PORTFOLIO STRATEGIES, INC. →
Services
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Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6459083
Firm CRD# 105812
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kara Susan Roe offer?
Kara Susan Roe specializes in Wealth Management. Contact their office in HARTFORD, Connecticut for a consultation.
What are Kara Susan Roe's credentials?
Kara Susan Roe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kara Susan Roe located?
Kara Susan Roe is based in HARTFORD, Connecticut, working with GLOBAL PORTFOLIO STRATEGIES, INC.. Their office serves clients in the HARTFORD metropolitan area and surrounding communities.
How does Kara Susan Roe charge for services?
Kara Susan Roe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL PORTFOLIO STRATEGIES, INC.?
GLOBAL PORTFOLIO STRATEGIES, INC. has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Brooks Clinton — CCP EQUITY PARTNERS, LLCJames Michael Oconnor — GLOBAL PORTFOLIO STRATEGIES, INC.Bradford Clair Melius — GLOBAL PORTFOLIO STRATEGIES, INC.James Michael Fishman — UBS REALTY INVESTORS LLCMichael Edward Aspinwall — CCP EQUITY PARTNERS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)DARIEN (222)NORWALK (134)
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