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Barrie Ribet Moskovich

SHELTER GROWTH CAPITAL PARTNERS LLC·STAMFORD, Connecticut
Clean recordSHELTER GROWTH CAPITAL PARTNERS LLC
750 WASHINGTON BOULEVARD, STAMFORD, CT 06901CRD# 5107612Firm CRD# 170685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Barrie Ribet Moskovich · STAMFORD, CT
Registration
CRD #5107612 · SHELTER GROWTH CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Barrie Ribet Moskovich is a registered financial advisor based in STAMFORD, Connecticut, affiliated with SHELTER GROWTH CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SHELTER GROWTH CAPITAL PARTNERS LLC
SHELTER GROWTH CAPITAL PARTNERS LLC
AUM
$2.8B
Regulatory assets under management
Employees
33
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5107612
Firm CRD# 170685
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05

Frequently Asked Questions

What services does Barrie Ribet Moskovich offer?
Barrie Ribet Moskovich specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Barrie Ribet Moskovich's credentials?
Barrie Ribet Moskovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barrie Ribet Moskovich located?
Barrie Ribet Moskovich is based in STAMFORD, Connecticut, working with SHELTER GROWTH CAPITAL PARTNERS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Barrie Ribet Moskovich charge for services?
Barrie Ribet Moskovich'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 SHELTER GROWTH CAPITAL PARTNERS LLC?
SHELTER GROWTH CAPITAL PARTNERS LLC has approximately 33 employees and manages $2.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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