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Justin Adam Wallentin

DISCERENE GROUP LP·STAMFORD, Connecticut
Clean recordDISCERENE GROUP LP
2777 SUMMER ST., STAMFORD, CT 06905CRD# 6313259Firm CRD# 154396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Adam Wallentin · STAMFORD, CT
Registration
CRD #6313259 · DISCERENE GROUP LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Justin Adam Wallentin is a registered financial advisor based in STAMFORD, Connecticut, affiliated with DISCERENE GROUP LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
DISCERENE GROUP LP
DISCERENE GROUP LP
AUM
$2.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at DISCERENE GROUP LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6313259
Firm CRD# 154396
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Adam Wallentin offer?
Justin Adam Wallentin specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Justin Adam Wallentin's credentials?
Justin Adam Wallentin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Adam Wallentin located?
Justin Adam Wallentin is based in STAMFORD, Connecticut, working with DISCERENE GROUP LP. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Justin Adam Wallentin charge for services?
Justin Adam Wallentin'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 DISCERENE GROUP LP?
DISCERENE GROUP LP has approximately 11 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DISCERENE GROUP LP

Apostolos Apostolopoulos
STAMFORD, CT
Brian Robert Lipira
STAMFORD, CT
James Hayes Rump
STAMFORD, CT
Jonathan A. Bloom
STAMFORD, CT
Julia Lynette Grice
STAMFORD, CT
Soo Chuen Tan
STAMFORD, CT

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Research
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