Unclaimed Profile

Lisa Iantorno

ENERGY INCOME PARTNERS LLC·WESTPORT, Connecticut

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Lisa Iantorno is a registered financial advisor based in WESTPORT, Connecticut, affiliated with ENERGY INCOME PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ENERGY INCOME PARTNERS LLC

ENERGY INCOME PARTNERS

AUM

$4.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ENERGY INCOME PARTNERS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6257873

Firm CRD# 140799

View on FINRA BrokerCheck →

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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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