Unclaimed Profile

Claire Rochat Leonardi

FAIRVIEW CAPITAL PARTNERS, INC.·WEST HARTFORD, Connecticut

Clean recordFAIRVIEW CAPITAL PARTNERS, INC.

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 4359575Firm CRD# 161258

Profile Verification

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

Identity

Claire Rochat Leonardi · WEST HARTFORD, CT

Registration

CRD #4359575 · FAIRVIEW CAPITAL PARTNERS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Claire Rochat Leonardi is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with FAIRVIEW CAPITAL PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FAIRVIEW CAPITAL PARTNERS, LLC

FAIRVIEW CAPITAL PARTNERS, INC.

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FAIRVIEW CAPITAL PARTNERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4359575

Firm CRD# 161258

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Claire Rochat Leonardi offer?

Claire Rochat Leonardi specializes in Retirement Planning. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Claire Rochat Leonardi's credentials?

Claire Rochat Leonardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Claire Rochat Leonardi located?

Claire Rochat Leonardi is based in WEST HARTFORD, Connecticut, working with FAIRVIEW CAPITAL PARTNERS, INC.. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Claire Rochat Leonardi charge for services?

Claire Rochat Leonardi'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 FAIRVIEW CAPITAL PARTNERS, INC.?

FAIRVIEW CAPITAL PARTNERS, INC. has approximately 27 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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