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Charles Thomas Rini

ADDISON CLARK MANAGEMENT, L.L.C.·STAMFORD, Connecticut
Series 7, Series 63Clean recordADDISON CLARK MANAGEMENT, L.L.C.
263 TRESSER BOULEVARD, STAMFORD, CT 06901CRD# 2723959Firm CRD# 137941

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Thomas Rini · STAMFORD, CT
Registration
CRD #2723959 · ADDISON CLARK MANAGEMENT, L.L.C.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ADDISON CLARK MANAGEMENT, L.L.C.
CRD 137941 · SEC 801-65842
AUM
$130M
Regulatory assets under management
Employees
7
3 client accounts
Services offered by ADDISON CLARK MANAGEMENT, L.L.C.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Charles Thomas Rini offer?
Charles Thomas Rini specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Charles Thomas Rini's credentials?
Charles Thomas Rini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Thomas Rini located?
Charles Thomas Rini is based in STAMFORD, Connecticut, working with ADDISON CLARK MANAGEMENT, L.L.C.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Charles Thomas Rini charge for services?
Charles Thomas Rini'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 ADDISON CLARK MANAGEMENT, L.L.C.?
ADDISON CLARK MANAGEMENT, L.L.C. has approximately 7 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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