Unclaimed Profile

Thomas Jules Schulz

CROSS SOUND MANAGEMENT LLC·WILTON, Connecticut

Clean recordCROSS SOUND MANAGEMENT LLC

10 WESTPORT ROAD, BUILDING C, WILTON, CT 06897CRD# 6675298Firm CRD# 284343

Profile Verification

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

Identity

Thomas Jules Schulz · WILTON, CT

Registration

CRD #6675298 · CROSS SOUND MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Jules Schulz is a registered financial advisor based in WILTON, Connecticut, affiliated with CROSS SOUND MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CROSS SOUND MANAGEMENT LLC

AUM

$135M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CROSS SOUND MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6675298

Firm CRD# 284343

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Jules Schulz offer?

Thomas Jules Schulz specializes in Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.

What are Thomas Jules Schulz's credentials?

Thomas Jules Schulz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Jules Schulz located?

Thomas Jules Schulz is based in WILTON, Connecticut, working with CROSS SOUND MANAGEMENT LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Thomas Jules Schulz charge for services?

Thomas Jules Schulz'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 CROSS SOUND MANAGEMENT LLC?

CROSS SOUND MANAGEMENT LLC is a registered investment adviser with the SEC, managing $135M in regulatory assets under management. See their Form ADV for full details.

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