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Lisa Iantorno

ENERGY INCOME PARTNERS LLC·WESTPORT, Connecticut
SIE, Series 7, Series 24, Series 63Clean recordENERGY INCOME PARTNERS LLC
49 RIVERSIDE AVENUE, WESTPORT, CT 06880CRD# 6257873Firm CRD# 140799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Iantorno · WESTPORT, CT
Registration
CRD #6257873 · ENERGY INCOME PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ENERGY INCOME PARTNERS LLC
CRD 140799 · SEC 801-66907
AUM
$4.8B
Regulatory assets under management
Employees
19
145 client accounts
Services offered by ENERGY INCOME PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at ENERGY INCOME PARTNERS LLC →
Introduction

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Frequently Asked Questions

What services does Lisa Iantorno offer?
Lisa Iantorno specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Lisa Iantorno's credentials?
Lisa Iantorno is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Iantorno located?
Lisa Iantorno is based in WESTPORT, Connecticut, working with ENERGY INCOME PARTNERS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Lisa Iantorno charge for services?
Lisa Iantorno'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 ENERGY INCOME PARTNERS LLC?
ENERGY INCOME PARTNERS LLC has approximately 19 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ENERGY INCOME PARTNERS LLC

John Kavanagh Tysseland
WESTPORT, CT
James Jarvis Murchie
WESTPORT, CT

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