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Uto Shinohara

A.G. BISSET ASSOCIATES, LLC·ROWAYTON, Connecticut
Unclaimed Profile
71 ROWAYTON AVENUE, ROWAYTON, CT 06853-1644CRD# 2609500Firm CRD# 158945
01

About

Uto Shinohara is a registered financial advisor based in ROWAYTON, Connecticut, affiliated with A.G. BISSET ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
A.G. BISSET ASSOCIATES, LLC
A.G. BISSET ASSOCIATES, LLC
AUM
$9M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at A.G. BISSET ASSOCIATES, LLC →
Services
Selection of other advisers
Market timing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Fixed fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2609500
Firm CRD# 158945
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Uto Shinohara offer?
Uto Shinohara specializes in Wealth Management. Contact their office in ROWAYTON, Connecticut for a consultation.
What are Uto Shinohara's credentials?
Uto Shinohara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Uto Shinohara located?
Uto Shinohara is based in ROWAYTON, Connecticut, working with A.G. BISSET ASSOCIATES, LLC. Their office serves clients in the ROWAYTON metropolitan area and surrounding communities.
How does Uto Shinohara charge for services?
Uto Shinohara's firm is compensated through percentage of aum, fixed fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A.G. BISSET ASSOCIATES, LLC?
A.G. BISSET ASSOCIATES, LLC has approximately 3 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
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