Unclaimed Profile

Richard F. Fonash

FLAG CAPITAL MANAGEMENT, LLC·STAMFORD, Connecticut

SIE, Series 3, Series 7CFAClean record8 years registeredFLAG CAPITAL MANAGEMENT, LLC

1266 EAST MAIN STREET, STAMFORD, CT 06902CRD# 4705848Firm CRD# 139068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard F. Fonash · STAMFORD, CT

Registration

CRD #4705848 · FLAG CAPITAL MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

HIRTLE & CO., LLC

Jan 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Registration record

First registered · January 12, 2018

Years registered · 8

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

CRD 139068 · SEC 801-65865

AUM

$5.3B

Regulatory assets under management

Employees

58 client accounts

Services offered by HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Richard F. Fonash offer?

Richard F. Fonash specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Richard F. Fonash's credentials?

Richard F. Fonash holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard F. Fonash located?

Richard F. Fonash is based in STAMFORD, Connecticut, working with FLAG CAPITAL MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Richard F. Fonash charge for services?

Richard F. Fonash's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLAG CAPITAL MANAGEMENT, LLC?

FLAG CAPITAL MANAGEMENT, LLC has approximately 70 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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