Unclaimed Profile

Tracey (nmn) Bartolotta

CZECH ASSET MANAGEMENT, L.P.·OLD GREENWICH, Connecticut

Clean recordCZECH ASSET MANAGEMENT, L.P.

1700 EAST PUTNAM AVENUE, OLD GREENWICH, CT 06870CRD# 2104706Firm CRD# 159308

Profile Verification

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

Identity

Tracey (nmn) Bartolotta · OLD GREENWICH, CT

Registration

CRD #2104706 · CZECH ASSET MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tracey (nmn) Bartolotta is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with CZECH ASSET MANAGEMENT, L.P.. 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

CZECH ASSET MANAGEMENT, L.P.

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CZECH ASSET MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2104706

Firm CRD# 159308

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tracey (nmn) Bartolotta offer?

Tracey (nmn) Bartolotta specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.

What are Tracey (nmn) Bartolotta's credentials?

Tracey (nmn) Bartolotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tracey (nmn) Bartolotta located?

Tracey (nmn) Bartolotta is based in OLD GREENWICH, Connecticut, working with CZECH ASSET MANAGEMENT, L.P.. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.

How does Tracey (nmn) Bartolotta charge for services?

Tracey (nmn) Bartolotta'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 CZECH ASSET MANAGEMENT, L.P.?

CZECH ASSET MANAGEMENT, L.P. has approximately 9 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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