Unclaimed Profile

Jeanne Marie Crisci

CHARTER OAK PARTNERS MANAGEMENT, L.P.·WESTPORT, Connecticut

Clean recordCHARTER OAK PARTNERS MANAGEMENT, L.P.

10 WRIGHT STREET, WESTPORT, CT 06880CRD# 1433471Firm CRD# 156621

Profile Verification

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

Identity

Jeanne Marie Crisci · WESTPORT, CT

Registration

CRD #1433471 · CHARTER OAK PARTNERS MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeanne Marie Crisci 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Jeanne

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeanne is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

CHARTER OAK PARTNERS MANAGEMENT, L.P.

AUM

$332M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHARTER OAK PARTNERS MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1433471

Firm CRD# 156621

View on FINRA BrokerCheck →

Looking for a financial advisor in WESTPORT?

Browse all registered financial advisors in WESTPORT, Connecticut or claim this profile if it's yours.

Browse WESTPORT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeanne Marie Crisci offer?

Jeanne Marie Crisci specializes in Retirement Planning. Contact their office in WESTPORT, Connecticut for a consultation.

What are Jeanne Marie Crisci's credentials?

Jeanne Marie Crisci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeanne Marie Crisci located?

Jeanne Marie Crisci 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 Jeanne Marie Crisci charge for services?

Jeanne Marie Crisci'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →