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Caroline Sneath Mcbride

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·OLD GREENWICH, Connecticut
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1700 E. PUTNAM AVENUE, OLD GREENWICH, CT 06870-1366CRD# 4716134Firm CRD# 161192
01

About

Caroline Sneath Mcbride 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4716134
Firm CRD# 161192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Caroline Sneath Mcbride offer?
Caroline Sneath Mcbride specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Caroline Sneath Mcbride's credentials?
Caroline Sneath Mcbride is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caroline Sneath Mcbride located?
Caroline Sneath Mcbride 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 Caroline Sneath Mcbride charge for services?
Caroline Sneath Mcbride'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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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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