Unclaimed Profile

Stephen James Ogilvy

CZECH ASSET MANAGEMENT, L.P.·STAMFORD, Connecticut

Clean recordCZECH ASSET MANAGEMENT, L.P.

750 WASHINGTON BLVD, STAMFORD, CT 06901CRD# 6172122Firm CRD# 159308

Profile Verification

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

Identity

Stephen James Ogilvy · STAMFORD, CT

Registration

CRD #6172122 · CZECH ASSET MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen James Ogilvy is a registered financial advisor based in STAMFORD, Connecticut, affiliated with CZECH ASSET MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Stephen

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

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

Firm Overview

Firm

CZECH ASSET MANAGEMENT, L.P.

AUM

$1.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CZECH ASSET MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6172122

Firm CRD# 159308

View on FINRA BrokerCheck →

Looking for a financial advisor in STAMFORD?

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

Browse STAMFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen James Ogilvy offer?

Stephen James Ogilvy specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.

What are Stephen James Ogilvy's credentials?

Stephen James Ogilvy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen James Ogilvy located?

Stephen James Ogilvy is based in STAMFORD, Connecticut, working with CZECH ASSET MANAGEMENT, L.P.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.

How does Stephen James Ogilvy charge for services?

Stephen James Ogilvy'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 CZECH ASSET MANAGEMENT, L.P.?

CZECH ASSET MANAGEMENT, L.P. has approximately 9 employees and manages $1.8B 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 →