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Deborah Judith Ziskin

CHARTER OAK PARTNERS MANAGEMENT, L.P.·WESTPORT, Connecticut
Clean recordCHARTER OAK PARTNERS MANAGEMENT, L.P.
10 WRIGHT STREET, WESTPORT, CT 06880CRD# 818136Firm CRD# 156621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Judith Ziskin · WESTPORT, CT
Registration
CRD #818136 · CHARTER OAK PARTNERS MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Deborah Judith Ziskin is a registered financial advisor based in WESTPORT, Connecticut, affiliated with CHARTER OAK PARTNERS MANAGEMENT, L.P.. 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
CHARTER OAK PARTNERS MANAGEMENT, L.P.
CHARTER OAK PARTNERS MANAGEMENT, L.P.
AUM
$332M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CHARTER OAK PARTNERS MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 818136
Firm CRD# 156621
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Judith Ziskin offer?
Deborah Judith Ziskin specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.
What are Deborah Judith Ziskin's credentials?
Deborah Judith Ziskin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Judith Ziskin located?
Deborah Judith Ziskin is based in WESTPORT, Connecticut, working with CHARTER OAK PARTNERS MANAGEMENT, L.P.. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Deborah Judith Ziskin charge for services?
Deborah Judith Ziskin'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 CHARTER OAK PARTNERS MANAGEMENT, L.P.?
CHARTER OAK PARTNERS MANAGEMENT, L.P. has approximately 6 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHARTER OAK PARTNERS MANAGEMENT, L.P.

Jerrold Norman Fine
WESTPORT, CT
Michelle Ilene Picker
WESTPORT, CT
Craig Andrew Connors
WESTPORT, CT
Jeanne Marie Crisci
WESTPORT, CT

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Research
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