Unclaimed Profile

Dana James Moreau

COMMONFUND OCIO, INC.·WILTON, Connecticut

Clean recordCOMMONFUND OCIO, INC.

15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 5870902Firm CRD# 110689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana James Moreau · WILTON, CT

Registration

CRD #5870902 · COMMONFUND OCIO, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dana James Moreau 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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COMMONFUND OCIO, INC.

AUM

$20.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMMONFUND OCIO, INC. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5870902

Firm CRD# 110689

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Frequently Asked Questions

What services does Dana James Moreau offer?

Dana James Moreau specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.

What are Dana James Moreau's credentials?

Dana James Moreau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana James Moreau located?

Dana James Moreau is based in WILTON, Connecticut, working with COMMONFUND OCIO, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Dana James Moreau charge for services?

Dana James Moreau'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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