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Jill Christine Bodossian

RETIREMENT DESIGN & MANAGEMENT INC·WESTPORT, Connecticut
SIE, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean recordRETIREMENT DESIGN & MANAGEMENT INC
1555 POST ROAD EAST, WESTPORT, CT 06880CRD# 2173504Firm CRD# 106067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jill Christine Bodossian · WESTPORT, CT
Registration
CRD #2173504 · RETIREMENT DESIGN & MANAGEMENT INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 52TO
Series 53
Series 63
Series 65
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
RETIREMENT DESIGN & MANAGEMENT INC
CRD 106067 · SEC 801-47206
AUM
$599M
Regulatory assets under management
Employees
15
988 client accounts
Services offered by RETIREMENT DESIGN & MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RETIREMENT DESIGN & MANAGEMENT INC →
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04

Frequently Asked Questions

What services does Jill Christine Bodossian offer?
Jill Christine Bodossian specializes in Financial Planning, Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Jill Christine Bodossian's credentials?
Jill Christine Bodossian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Christine Bodossian located?
Jill Christine Bodossian is based in WESTPORT, Connecticut, working with RETIREMENT DESIGN & MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Jill Christine Bodossian charge for services?
Jill Christine Bodossian's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT DESIGN & MANAGEMENT INC?
RETIREMENT DESIGN & MANAGEMENT INC has approximately 15 employees and manages $599M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RETIREMENT DESIGN & MANAGEMENT INC

Ronald D Weiner
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CFP
Jonathan James Bartlett
WESTPORT, CT
Stacie Ann Sweeney
WESTPORT, CT
Elena Anne Dimiceli
WESTPORT, CT
Thomas Owen Mayper
WESTPORT, CT

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