Claim Profile
AP

Alfred John Puchala

CAPZONE MANAGEMENT LLC·NORWALK, Connecticut
Unclaimed Profile
50 WASHINGTON STREET, 9TH FLOOR, NORWALK, CT 06880CRD# 1962199Firm CRD# 330135
01

About

Alfred John Puchala is a registered financial advisor based in NORWALK, Connecticut, affiliated with CAPZONE MANAGEMENT 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
CAPZONE MANAGEMENT LLC
CAPZONE MANAGEMENT LLC
AUM
$208M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1962199
Firm CRD# 330135
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORWALK?

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

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 Alfred John Puchala offer?
Alfred John Puchala specializes in Retirement Planning. Contact their office in NORWALK, Connecticut for a consultation.
What are Alfred John Puchala's credentials?
Alfred John Puchala is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alfred John Puchala located?
Alfred John Puchala is based in NORWALK, Connecticut, working with CAPZONE MANAGEMENT LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Alfred John Puchala charge for services?
Alfred John Puchala'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 CAPZONE MANAGEMENT LLC?
CAPZONE MANAGEMENT LLC has approximately 3 employees and manages $208M 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 →
Browse by specialty