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Steven Eric Rodgers

J.H. WHITNEY CAPITAL PARTNERS, LLC·NEW CANAAN, Connecticut
Unclaimed Profile
130 MAIN STREET, NEW CANAAN, CT 06840CRD# 2419686Firm CRD# 160547
01

About

Steven Eric Rodgers 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# 2419686
Firm CRD# 160547
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Eric Rodgers offer?
Steven Eric Rodgers specializes in Retirement Planning. Contact their office in NEW CANAAN, Connecticut for a consultation.
What are Steven Eric Rodgers's credentials?
Steven Eric Rodgers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Eric Rodgers located?
Steven Eric Rodgers 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 Steven Eric Rodgers charge for services?
Steven Eric Rodgers'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.
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