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Carolyn Anne Paldino

CONIFER INVESTMENTS LTD·WEST HARTFORD, Connecticut
Clean recordCONIFER INVESTMENTS LTD
65 LASALLE ROAD, WEST HARTFORD, CT 06107CRD# 4363324Firm CRD# 106159

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Anne Paldino · WEST HARTFORD, CT
Registration
CRD #4363324 · CONIFER INVESTMENTS LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carolyn Anne Paldino is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with CONIFER INVESTMENTS LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CONIFER INVESTMENTS LTD
CONIFER INVESTMENTS LTD
AUM
$413M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CONIFER INVESTMENTS LTD →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4363324
Firm CRD# 106159
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolyn Anne Paldino offer?
Carolyn Anne Paldino specializes in Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Carolyn Anne Paldino's credentials?
Carolyn Anne Paldino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Anne Paldino located?
Carolyn Anne Paldino is based in WEST HARTFORD, Connecticut, working with CONIFER INVESTMENTS LTD. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.
How does Carolyn Anne Paldino charge for services?
Carolyn Anne Paldino's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONIFER INVESTMENTS LTD?
CONIFER INVESTMENTS LTD has approximately 3 employees and manages $413M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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