Unclaimed Profile

Soo Chuen Tan

DISCERENE GROUP LP·STAMFORD, Connecticut

Clean recordDISCERENE GROUP LP

2777 SUMMER ST., STAMFORD, CT 06905CRD# 5741585Firm CRD# 154396

Profile Verification

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

Identity

Soo Chuen Tan · STAMFORD, CT

Registration

CRD #5741585 · DISCERENE GROUP LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Soo Chuen Tan 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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DISCERENE GROUP LP

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DISCERENE GROUP LP →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5741585

Firm CRD# 154396

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Frequently Asked Questions

What services does Soo Chuen Tan offer?

Soo Chuen Tan specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.

What are Soo Chuen Tan's credentials?

Soo Chuen Tan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Soo Chuen Tan located?

Soo Chuen Tan is based in STAMFORD, Connecticut, working with DISCERENE GROUP LP. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Soo Chuen Tan charge for services?

Soo Chuen Tan'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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