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Michael Adam Sonnenshein

GRAYSCALE ADVISORS, LLC·STAMFORD, Connecticut
Unclaimed Profile
290 HARBOR DRIVE, STAMFORD, CT 06902CRD# 5677376Firm CRD# 314868
01

About

Michael Adam Sonnenshein 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# 5677376
Firm CRD# 314868
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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