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Malcolm Adam Glyn

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·OLD GREENWICH, Connecticut
Clean recordFORUM PARTNERS INVESTMENT MANAGEMENT LLC
1700 E. PUTNAM AVENUE, OLD GREENWICH, CT 06870-1366CRD# 6023444Firm CRD# 161192

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Malcolm Adam Glyn · OLD GREENWICH, CT
Registration
CRD #6023444 · FORUM PARTNERS INVESTMENT MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Malcolm Adam Glyn 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
Introduction

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03

Firm Overview

Firm
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
AUM
$190M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6023444
Firm CRD# 161192
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05

Frequently Asked Questions

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