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Miriam Elke Schmitter

CF PRIVATE EQUITY, INC.·WILTON, Connecticut
SIE, Series 7, Series 63Clean recordCF PRIVATE EQUITY, INC.
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 6374975Firm CRD# 110657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Miriam Elke Schmitter · WILTON, CT
Registration
CRD #6374975 · CF PRIVATE EQUITY, INC.
Brand Profile
Not yet started
01

Registrations & Exams

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