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Joel Edward Haney

PEGASUS CAPITAL ADVISORS, L.P.·STAMFORD, Connecticut
Unclaimed Profile
750 EAST MAIN STREET, STAMFORD, CT 06902CRD# 5937639Firm CRD# 157094
01

About

Joel Edward Haney is a registered financial advisor based in STAMFORD, Connecticut, affiliated with PEGASUS CAPITAL ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PEGASUS CAPITAL ADVISORS, L.P.
PEGASUS CAPITAL ADVISORS, L.P.
AUM
$401M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PEGASUS CAPITAL ADVISORS, L.P. →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION FEES/MANAGEMENT FEES FROM PORTFOLIO CO.
Regulatory
SEC/IARD CRD# 5937639
Firm CRD# 157094
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel Edward Haney offer?
Joel Edward Haney specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Joel Edward Haney's credentials?
Joel Edward Haney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Edward Haney located?
Joel Edward Haney is based in STAMFORD, Connecticut, working with PEGASUS CAPITAL ADVISORS, L.P.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Joel Edward Haney charge for services?
Joel Edward Haney's firm is compensated through percentage of aum, performance-based fees, other: transaction fees/management fees from portfolio co.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEGASUS CAPITAL ADVISORS, L.P.?
PEGASUS CAPITAL ADVISORS, L.P. has approximately 12 employees and manages $401M 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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