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Joseph Peter Conte

BREACHER CAPITAL ADVISORS, LLC·STAMFORD, Connecticut
Clean recordBREACHER CAPITAL ADVISORS, LLC
ONE STAMFORD PLAZA, 263 TRESSER BLVD, STAMFORD, CT 06901CRD# 4900206Firm CRD# 307943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Peter Conte · STAMFORD, CT
Registration
CRD #4900206 · BREACHER CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Peter Conte is a registered financial advisor based in STAMFORD, Connecticut, affiliated with BREACHER CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
BREACHER CAPITAL ADVISORS, LLC
BREACHER CAPITAL ADVISORS, LLC
AUM
$8M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BREACHER CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4900206
Firm CRD# 307943
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Peter Conte offer?
Joseph Peter Conte specializes in Investment Management, Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Joseph Peter Conte's credentials?
Joseph Peter Conte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Peter Conte located?
Joseph Peter Conte is based in STAMFORD, Connecticut, working with BREACHER CAPITAL ADVISORS, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Joseph Peter Conte charge for services?
Joseph Peter Conte'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 BREACHER CAPITAL ADVISORS, LLC?
BREACHER CAPITAL ADVISORS, LLC has approximately 3 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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