Unclaimed Profile

Anthony Iessi

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·OLD GREENWICH, Connecticut

Clean recordFORUM PARTNERS INVESTMENT MANAGEMENT LLC

1700 E. PUTNAM AVENUE, OLD GREENWICH, CT 06870CRD# 6028936Firm CRD# 161192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Iessi · OLD GREENWICH, CT

Registration

CRD #6028936 · FORUM PARTNERS INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anthony Iessi is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FORUM PARTNERS INVESTMENT MANAGEMENT LLC

AUM

$190M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6028936

Firm CRD# 161192

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anthony Iessi offer?

Anthony Iessi specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.

What are Anthony Iessi's credentials?

Anthony Iessi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Iessi located?

Anthony Iessi is based in OLD GREENWICH, Connecticut, working with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.

How does Anthony Iessi charge for services?

Anthony Iessi'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 FORUM PARTNERS INVESTMENT MANAGEMENT LLC?

FORUM PARTNERS INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.

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