Unclaimed Profile

Deborah C. Spalding

COMMONFUND OCIO, INC.·WILTON, Connecticut

Clean recordCOMMONFUND OCIO, INC.

15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 2620078Firm CRD# 110689

Profile Verification

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

Identity

Deborah C. Spalding · WILTON, CT

Registration

CRD #2620078 · COMMONFUND OCIO, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Deborah C. Spalding 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# 2620078

Firm CRD# 110689

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Frequently Asked Questions

What services does Deborah C. Spalding offer?

Deborah C. Spalding specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.

What are Deborah C. Spalding's credentials?

Deborah C. Spalding is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah C. Spalding located?

Deborah C. Spalding is based in WILTON, Connecticut, working with COMMONFUND OCIO, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Deborah C. Spalding charge for services?

Deborah C. Spalding'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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