Unclaimed Profile

Denise Alejo

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC·STAMFORD, Connecticut

Clean recordEQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

301 TRESSER BOULEVARD, STAMFORD, CT 06901CRD# 4692290Firm CRD# 105885

Profile Verification

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

Identity

Denise Alejo · STAMFORD, CT

Registration

CRD #4692290 · EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Denise Alejo is a registered financial advisor based in STAMFORD, Connecticut, affiliated with EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Denise

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Denise is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC

AUM

$729M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4692290

Firm CRD# 105885

View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Denise Alejo offer?

Denise Alejo specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Denise Alejo's credentials?

Denise Alejo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Alejo located?

Denise Alejo is based in STAMFORD, Connecticut, working with EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Denise Alejo charge for services?

Denise Alejo'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 EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC?

EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC has approximately 11 employees and manages $729M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →