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Cari Berlage Lodge

CF PRIVATE EQUITY, INC.·WILTON, Connecticut
SIE, Series 7, Series 24, Series 63Clean recordCF PRIVATE EQUITY, INC.
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 4251483Firm CRD# 110657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cari Berlage Lodge · WILTON, CT
Registration
CRD #4251483 · CF PRIVATE EQUITY, INC.
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
CF PRIVATE EQUITY, INC.
CRD 110657 · SEC 801-31713
AUM
$15.3B
Regulatory assets under management
Employees
70
83 client accounts
Services offered by CF PRIVATE EQUITY, INC.
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CF PRIVATE EQUITY, INC. →
Introduction

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Frequently Asked Questions

What services does Cari Berlage Lodge offer?
Cari Berlage Lodge specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Cari Berlage Lodge's credentials?
Cari Berlage Lodge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cari Berlage Lodge located?
Cari Berlage Lodge is based in WILTON, Connecticut, working with CF PRIVATE EQUITY, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Cari Berlage Lodge charge for services?
Cari Berlage Lodge'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 CF PRIVATE EQUITY, INC.?
CF PRIVATE EQUITY, INC. has approximately 70 employees and manages $15.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WILTON, CT
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WILTON, CT
Ethan Jeremy Levine
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Jessica Hoffman Brennan
WILTON, CT
Lambrina Mathews
WILTON, CT

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