AdvisorOS Directory
Claim Profile
CB

Celeste Rachel Barone

COMMONFUND CAPITAL, INC.·WILTON, Connecticut
Unclaimed Profile
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 1749667Firm CRD# 110657
01

About

Celeste Rachel Barone is a registered financial advisor based in WILTON, Connecticut, affiliated with COMMONFUND CAPITAL, 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
03

Firm Overview

Firm
CF PRIVATE EQUITY, INC.
CF PRIVATE EQUITY, INC.
AUM
$15.3B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at CF PRIVATE EQUITY, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1749667
Firm CRD# 110657
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILTON?

Browse all registered financial advisors in WILTON, Connecticut or claim this profile if it's yours.

Browse WILTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WILTON
Jeffrey Mitchell Shaw — ARMSTRONG SHAW ASSOCIATES INC.Craig Dan Jensen — ROUND ROCK ADVISORS LLCBruce Douglas Martin — STILL LAKE CAPITAL, LLCKeith Morgan Schappert — COMMONFUND CAPITAL, INC.Monica Carol Grady — ARMSTRONG SHAW ASSOCIATES INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile