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Jordan Sean Socaransky

WESTPORT CAPITAL PARTNERS LLC·STAMFORD, Connecticut
Unclaimed Profile
300 ATLANTIC STREET, STAMFORD, CT 06901CRD# 5937731Firm CRD# 157493
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About

Jordan Sean Socaransky is a registered financial advisor based in STAMFORD, Connecticut, affiliated with WESTPORT CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
WESTPORT CAPITAL PARTNERS LLC
WESTPORT CAPITAL PARTNERS LLC
AUM
$6.5B
Regulatory assets under management
Employees
35
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ORIGINATION FEES
Regulatory
SEC/IARD CRD# 5937731
Firm CRD# 157493
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jordan Sean Socaransky offer?
Jordan Sean Socaransky specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Jordan Sean Socaransky's credentials?
Jordan Sean Socaransky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Sean Socaransky located?
Jordan Sean Socaransky is based in STAMFORD, Connecticut, working with WESTPORT CAPITAL PARTNERS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Jordan Sean Socaransky charge for services?
Jordan Sean Socaransky's firm is compensated through percentage of aum, performance-based fees, other: origination fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTPORT CAPITAL PARTNERS LLC?
WESTPORT CAPITAL PARTNERS LLC has approximately 35 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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