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Jason Anthony Raiti

EDGEHILL ENDOWMENT PARTNERS LLC·NEW HAVEN, Connecticut
Clean record1 years registeredEDGEHILL ENDOWMENT PARTNERS LLC
195 CHURCH STREET, NEW HAVEN, CT 06510-4000CRD# 7195668Firm CRD# 171994

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Anthony Raiti · NEW HAVEN, CT
Registration
CRD #7195668 · EDGEHILL ENDOWMENT PARTNERS LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

CONNECTICUT WEALTH MANAGEMENT, LLC
Dec 2024 – present
02

Registrations & Exams

Registration record
First registered · December 5, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EDGEHILL ENDOWMENT PARTNERS LLC
CRD 171994 · SEC 801-80041
AUM
$2.2B
Regulatory assets under management
Employees
11
5 client accounts
Services offered by EDGEHILL ENDOWMENT PARTNERS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EDGEHILL ENDOWMENT PARTNERS LLC →
Introduction

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Frequently Asked Questions

What services does Jason Anthony Raiti offer?
Jason Anthony Raiti specializes in Retirement Planning, Wealth Management. Contact their office in NEW HAVEN, Connecticut for a consultation.
What are Jason Anthony Raiti's credentials?
Jason Anthony Raiti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Anthony Raiti located?
Jason Anthony Raiti is based in NEW HAVEN, Connecticut, working with EDGEHILL ENDOWMENT PARTNERS LLC. Their office serves clients in the NEW HAVEN metropolitan area and surrounding communities.
How does Jason Anthony Raiti charge for services?
Jason Anthony Raiti'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 EDGEHILL ENDOWMENT PARTNERS LLC?
EDGEHILL ENDOWMENT PARTNERS LLC has approximately 11 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EDGEHILL ENDOWMENT PARTNERS LLC

Matthew Jason Kogan
NEW HAVEN, CT

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