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Celeste Rachel Barone

COMMONFUND CAPITAL, INC.·WILTON, Connecticut
SIE, Series 7, Series 63, Series 99Clean recordCOMMONFUND CAPITAL, INC.
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 1749667Firm CRD# 110657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Celeste Rachel Barone · WILTON, CT
Registration
CRD #1749667 · COMMONFUND CAPITAL, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 99
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 Celeste Rachel Barone offer?
Celeste Rachel Barone specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Celeste Rachel Barone's credentials?
Celeste Rachel Barone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Celeste Rachel Barone located?
Celeste Rachel Barone is based in WILTON, Connecticut, working with COMMONFUND CAPITAL, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Celeste Rachel Barone charge for services?
Celeste Rachel Barone'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 COMMONFUND CAPITAL, INC.?
COMMONFUND CAPITAL, 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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