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Bruce Lincoln Graham

CLEARBROOK INVESTMENT CONSULTING LLC·STAMFORD, Connecticut
Unclaimed Profile
4 HIGH RIDGE PARK, STAMFORD, CT 06905CRD# 1572065Firm CRD# 108253
01

About

Bruce Lincoln Graham is a registered financial advisor based in STAMFORD, Connecticut, affiliated with CLEARBROOK INVESTMENT CONSULTING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CLEARBROOK INVESTMENT CONSULTING LLC
CLEARBROOK INVESTMENT CONSULTING LLC
AUM
$370M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at CLEARBROOK INVESTMENT CONSULTING LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PENSION CONSULTING FEES ON 11.5 BILLON IN AUA
Regulatory
SEC/IARD CRD# 1572065
Firm CRD# 108253
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Lincoln Graham offer?
Bruce Lincoln Graham specializes in Investment Management, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Bruce Lincoln Graham's credentials?
Bruce Lincoln Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Lincoln Graham located?
Bruce Lincoln Graham is based in STAMFORD, Connecticut, working with CLEARBROOK INVESTMENT CONSULTING LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Bruce Lincoln Graham charge for services?
Bruce Lincoln Graham's firm is compensated through percentage of aum, subscription fees, other: pension consulting fees on 11.5 billon in aua. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARBROOK INVESTMENT CONSULTING LLC?
CLEARBROOK INVESTMENT CONSULTING LLC has approximately 12 employees and manages $370M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLEARBROOK INVESTMENT CONSULTING LLC

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Eric John Blasberg
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Fernando Nicholas Garip
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Jonathan Moore Chesshire
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Elliott Wakefield Wislar
NEW YORK, NY
James Deforrest Bishop
NEW YORK, NY

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