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Jeff James Baisley

POST ROAD GROUP LLC·STAMFORD, Connecticut
Clean recordPOST ROAD GROUP LLC
1 LANDMARK SQUARE, STAMFORD, CT 06901CRD# 4422415Firm CRD# 288459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeff James Baisley · STAMFORD, CT
Registration
CRD #4422415 · POST ROAD GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeff James Baisley is a registered financial advisor based in STAMFORD, Connecticut, affiliated with POST ROAD GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
POST ROAD GROUP LLC
POST ROAD GROUP LLC
AUM
$1.5B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at POST ROAD GROUP LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Regulatory
SEC/IARD CRD# 4422415
Firm CRD# 288459
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeff James Baisley offer?
Jeff James Baisley specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Jeff James Baisley's credentials?
Jeff James Baisley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeff James Baisley located?
Jeff James Baisley is based in STAMFORD, Connecticut, working with POST ROAD GROUP LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Jeff James Baisley charge for services?
Jeff James Baisley's firm is compensated through percentage of aum, performance-based fees, other: additional fees as described in form adv, part 2a. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POST ROAD GROUP LLC?
POST ROAD GROUP LLC has approximately 24 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POST ROAD GROUP LLC

Kevin Charles Davis
STAMFORD, CT
Jason Bradford Carney
STAMFORD, CT
Michael Edward Bogdan
STAMFORD, CT
Adam David Nadborny
STAMFORD, CT
Dana B Davis
STAMFORD, CT

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Research
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