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Kimberly Ann Morabito

ERG ASSET MANAGEMENT LLC·NORWALK, Connecticut
Unclaimed Profile
50 WASHINGTON STREET, NORWALK, CT 06854CRD# 6672598Firm CRD# 161694
01

About

Kimberly Ann Morabito is a registered financial advisor based in NORWALK, Connecticut, affiliated with ERG ASSET 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
ERG ASSET MANAGEMENT LLC
ERG ASSET MANAGEMENT LLC
AUM
$17M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ERG ASSET MANAGEMENT LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Other: REALIZATION FEES
Regulatory
SEC/IARD CRD# 6672598
Firm CRD# 161694
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Ann Morabito offer?
Kimberly Ann Morabito specializes in Retirement Planning. Contact their office in NORWALK, Connecticut for a consultation.
What are Kimberly Ann Morabito's credentials?
Kimberly Ann Morabito is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Morabito located?
Kimberly Ann Morabito is based in NORWALK, Connecticut, working with ERG ASSET MANAGEMENT LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Kimberly Ann Morabito charge for services?
Kimberly Ann Morabito's firm is compensated through subscription fees, other: realization fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ERG ASSET MANAGEMENT LLC?
ERG ASSET MANAGEMENT LLC has approximately 3 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORWALK
Thomas John Kelleher — BR DIALECTIC CAPITAL MANAGEMENT, LLCJohn Aaron Fichthorn — DIALECTIC CAPITAL MANAGEMENT LPGuy Locke — ERG ASSET MANAGEMENT LLCJeffrey Possick — MISSIONPOINT CAPITAL PARTNERS, LLCBryant Richard Riley — BR DIALECTIC CAPITAL MANAGEMENT, LLC
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
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