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Kathryn Cody Masci

GRAYSCALE ADVISORS, LLC·STAMFORD, Connecticut
Unclaimed Profile
290 HARBOR DRIVE, STAMFORD, CT 06902CRD# 6755238Firm CRD# 314868
01

About

Kathryn Cody Masci is a registered financial advisor based in STAMFORD, Connecticut, affiliated with GRAYSCALE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
GRAYSCALE ADVISORS, LLC
GRAYSCALE ADVISORS
AUM
$8M
Regulatory assets under management
Employees
73
Total firm employees
View all advisors at GRAYSCALE ADVISORS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6755238
Firm CRD# 314868
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Cody Masci offer?
Kathryn Cody Masci specializes in Investment Management, Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Kathryn Cody Masci's credentials?
Kathryn Cody Masci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Cody Masci located?
Kathryn Cody Masci is based in STAMFORD, Connecticut, working with GRAYSCALE ADVISORS, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Kathryn Cody Masci charge for services?
Kathryn Cody Masci'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 GRAYSCALE ADVISORS, LLC?
GRAYSCALE ADVISORS, LLC has approximately 73 employees and manages $8M 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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