Claim Profile
Unclaimed Profile
LG

Lee Crawford Garcia

FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C.·STAMFORD, Connecticut
Clean record23 years registeredFIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C.
100 FIRST STAMFORD PLACE 6FL EAST, STAMFORD, CT 06902-6740CRD# 4627740Firm CRD# 125964

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Crawford Garcia · STAMFORD, CT
Registration
CRD #4627740 · FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C. · 23 years registered
Brand Profile
Not yet started
01

Career History

T.ROBBINS CAPITAL MANAGEMENT LLC
Mar 2003Dec 2015
STAMFORD, CT
02

Registrations & Exams

Registration record
First registered · March 24, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C.
CRD 125964 · SEC 801-63707
AUM
$59M
Regulatory assets under management
Employees
1
178 client accounts
Services offered by FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C.
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

Speak with Lee

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lee is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Lee Crawford Garcia offer?
Lee Crawford Garcia specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in STAMFORD, Connecticut for a consultation.
What are Lee Crawford Garcia's credentials?
Lee Crawford Garcia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Crawford Garcia located?
Lee Crawford Garcia is based in STAMFORD, Connecticut, working with FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Lee Crawford Garcia charge for services?
Lee Crawford Garcia's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C.?
FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C. has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FIVE MILE RIVER INVESTMENT MANAGEMENT L.L.C.