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James Frederick Relyea

RELYEA ZUCKERBERG HANSON, LLC·STAMFORD, Connecticut
Unclaimed Profile
ONE LANDMARK SQUARE, STAMFORD, CT 06901CRD# 818270Firm CRD# 125696
01

About

James Frederick Relyea is a registered financial advisor based in STAMFORD, Connecticut, affiliated with RELYEA ZUCKERBERG HANSON, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RELYEA ZUCKERBERG HANSON, LLC
RZH ADVISORS LLC
AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at RELYEA ZUCKERBERG HANSON, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 818270
Firm CRD# 125696
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Frederick Relyea offer?
James Frederick Relyea specializes in Financial Planning, Investment Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are James Frederick Relyea's credentials?
James Frederick Relyea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Frederick Relyea located?
James Frederick Relyea is based in STAMFORD, Connecticut, working with RELYEA ZUCKERBERG HANSON, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does James Frederick Relyea charge for services?
James Frederick Relyea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RELYEA ZUCKERBERG HANSON, LLC?
RELYEA ZUCKERBERG HANSON, LLC has approximately 11 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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