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Valerie Lynn Speare

WESTPORT CAPITAL PARTNERS LLC·STAMFORD, Connecticut
Unclaimed Profile
300 ATLANTIC STREET, STAMFORD, CT 06901CRD# 5506700Firm CRD# 157493
01

About

Valerie Lynn Speare is a registered financial advisor based in STAMFORD, Connecticut, affiliated with WESTPORT CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WESTPORT CAPITAL PARTNERS LLC
WESTPORT CAPITAL PARTNERS LLC
AUM
$6.5B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at WESTPORT CAPITAL PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ORIGINATION FEES
Regulatory
SEC/IARD CRD# 5506700
Firm CRD# 157493
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Valerie Lynn Speare offer?
Valerie Lynn Speare specializes in Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Valerie Lynn Speare's credentials?
Valerie Lynn Speare is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Lynn Speare located?
Valerie Lynn Speare is based in STAMFORD, Connecticut, working with WESTPORT CAPITAL PARTNERS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Valerie Lynn Speare charge for services?
Valerie Lynn Speare's firm is compensated through percentage of aum, performance-based fees, other: origination fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTPORT CAPITAL PARTNERS LLC?
WESTPORT CAPITAL PARTNERS LLC has approximately 35 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STAMFORD
Scott Michael Bartone — O'SHAUGHNESSY ASSET MANAGEMENT, LLCLouis Peter Lawrence — FLAG CAPITAL MANAGEMENT, LLCPeter Lockwood Denious — FLAG CAPITAL MANAGEMENT, LLCJames Henry Gasperoni — FLAG CAPITAL MANAGEMENT, LLCCharles Buckley — HAMILTON ROBINSON LLC
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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