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Carolyn Nichols Blanch

COMMONFUND OCIO, INC.·WILTON, Connecticut
Clean recordCOMMONFUND OCIO, INC.
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 5025237Firm CRD# 110689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carolyn Nichols Blanch · WILTON, CT
Registration
CRD #5025237 · COMMONFUND OCIO, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carolyn Nichols Blanch is a registered financial advisor based in WILTON, Connecticut, affiliated with COMMONFUND OCIO, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COMMONFUND OCIO, INC.
COMMONFUND OCIO, INC.
AUM
$20.2B
Regulatory assets under management
Employees
42
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5025237
Firm CRD# 110689
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolyn Nichols Blanch offer?
Carolyn Nichols Blanch specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Carolyn Nichols Blanch's credentials?
Carolyn Nichols Blanch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Nichols Blanch located?
Carolyn Nichols Blanch is based in WILTON, Connecticut, working with COMMONFUND OCIO, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Carolyn Nichols Blanch charge for services?
Carolyn Nichols Blanch's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONFUND OCIO, INC.?
COMMONFUND OCIO, INC. has approximately 42 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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