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Crystal Denise Floyd

FAIRVIEW CAPITAL PARTNERS, INC.·WEST HARTFORD, Connecticut
Clean recordFAIRVIEW CAPITAL PARTNERS, INC.
75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 5198113Firm CRD# 161258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Crystal Denise Floyd · WEST HARTFORD, CT
Registration
CRD #5198113 · FAIRVIEW CAPITAL PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Crystal Denise Floyd 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FAIRVIEW CAPITAL PARTNERS, LLC
FAIRVIEW CAPITAL PARTNERS, INC.
AUM
$2.7B
Regulatory assets under management
Employees
27
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5198113
Firm CRD# 161258
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05

Frequently Asked Questions

What services does Crystal Denise Floyd offer?
Crystal Denise Floyd specializes in Retirement Planning. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Crystal Denise Floyd's credentials?
Crystal Denise Floyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Crystal Denise Floyd located?
Crystal Denise Floyd 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 Crystal Denise Floyd charge for services?
Crystal Denise Floyd'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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