AdvisorOS Directory
Claim Profile
DZ

David John Zatlukal

J.H. WHITNEY CAPITAL PARTNERS, LLC·NEW CANAAN, Connecticut
Unclaimed Profile
212 ELM STREET, NEW CANAAN, CT 06840CRD# 6930853Firm CRD# 160547
01

About

David John Zatlukal is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with J.H. WHITNEY CAPITAL PARTNERS, LLC. 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
J.H. WHITNEY CAPITAL PARTNERS, LLC
J.H. WHITNEY CAPITAL PARTNERS, LLC
AUM
$545M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at J.H. WHITNEY CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6930853
Firm CRD# 160547
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW CANAAN?

Browse all registered financial advisors in NEW CANAAN, Connecticut or claim this profile if it's yours.

Browse NEW CANAAN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David John Zatlukal offer?
David John Zatlukal specializes in Retirement Planning. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are David John Zatlukal's credentials?
David John Zatlukal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David John Zatlukal located?
David John Zatlukal is based in NEW CANAAN, Connecticut, working with J.H. WHITNEY CAPITAL PARTNERS, LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.
How does David John Zatlukal charge for services?
David John Zatlukal'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 J.H. WHITNEY CAPITAL PARTNERS, LLC?
J.H. WHITNEY CAPITAL PARTNERS, LLC has approximately 5 employees and manages $545M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEW CANAAN
Lovin Mathew Thomas — ARMSTRONG SHAW ASSOCIATES INC.Kerry Bridget Connell — HTG INVESTMENT ADVISORS INCHarmon Thomas Gnuse — HTG INVESTMENT ADVISORS INCJeanne Pflaum Gnuse — HTG INVESTMENT ADVISORS INCJohn Scott Luczaj — ARMSTRONG SHAW ASSOCIATES INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile