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Robert Scott Tucker

HEARTWOOD PARTNERS, LLC·NORWALK, Connecticut
Clean recordHEARTWOOD PARTNERS, LLC
301 MERRITT 7, NORWALK, CT 06851CRD# 6028789Firm CRD# 313052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Scott Tucker · NORWALK, CT
Registration
CRD #6028789 · HEARTWOOD PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Scott Tucker is a registered financial advisor based in NORWALK, Connecticut, affiliated with HEARTWOOD PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HEARTWOOD PARTNERS, LLC
HEARTWOOD PARTNERS, LLC
AUM
$1.4B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at HEARTWOOD PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: WE RECEIVE A PERCENTAGE OF EBITDA FROM PORTFOLIO COMPANIES
Regulatory
SEC/IARD CRD# 6028789
Firm CRD# 313052
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Scott Tucker offer?
Robert Scott Tucker specializes in Retirement Planning. Contact their office in NORWALK, Connecticut for a consultation.
What are Robert Scott Tucker's credentials?
Robert Scott Tucker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Scott Tucker located?
Robert Scott Tucker is based in NORWALK, Connecticut, working with HEARTWOOD PARTNERS, LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.
How does Robert Scott Tucker charge for services?
Robert Scott Tucker's firm is compensated through percentage of aum, performance-based fees, other: we receive a percentage of ebitda from portfolio companies. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEARTWOOD PARTNERS, LLC?
HEARTWOOD PARTNERS, LLC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Mark Douglas Allsteadt
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Research
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