Unclaimed Profile

Barry Philip Marcus

GREENFIELD PARTNERS, LLC·STAMFORD, Connecticut

Clean recordGREENFIELD PARTNERS, LLC

695 EAST MAIN STREET, STAMFORD, CT 06901CRD# 5971321Firm CRD# 155968

Profile Verification

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

Identity

Barry Philip Marcus · STAMFORD, CT

Registration

CRD #5971321 · GREENFIELD PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barry Philip Marcus is a registered financial advisor based in STAMFORD, Connecticut, affiliated with GREENFIELD PARTNERS, LLC. 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

GREENFIELD PARTNERS, LLC

AUM

$132M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREENFIELD PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5971321

Firm CRD# 155968

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Frequently Asked Questions

What services does Barry Philip Marcus offer?

Barry Philip Marcus specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.

What are Barry Philip Marcus's credentials?

Barry Philip Marcus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Philip Marcus located?

Barry Philip Marcus is based in STAMFORD, Connecticut, working with GREENFIELD PARTNERS, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Barry Philip Marcus charge for services?

Barry Philip Marcus'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 GREENFIELD PARTNERS, LLC?

GREENFIELD PARTNERS, LLC has approximately 6 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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