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John Vincent Fantozzi

PARK STREET CAPITAL ADVISERS, L.L.C.·BOSTON, Massachusetts
Clean recordPARK STREET CAPITAL ADVISERS, L.L.C.
100 CAMBRIDGE STREET, BOSTON, MA 02214CRD# 5102062Firm CRD# 115443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Vincent Fantozzi · BOSTON, MA
Registration
CRD #5102062 · PARK STREET CAPITAL ADVISERS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Vincent Fantozzi is a registered financial advisor based in BOSTON, Massachusetts, affiliated with PARK STREET CAPITAL ADVISERS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PARK STREET CAPITAL ADVISERS, L.L.C.
PARK STREET CAPITAL ADVISERS, L.L.C.
AUM
$798M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PARK STREET CAPITAL ADVISERS, L.L.C. →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5102062
Firm CRD# 115443
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Vincent Fantozzi offer?
John Vincent Fantozzi specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are John Vincent Fantozzi's credentials?
John Vincent Fantozzi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Vincent Fantozzi located?
John Vincent Fantozzi is based in BOSTON, Massachusetts, working with PARK STREET CAPITAL ADVISERS, L.L.C.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does John Vincent Fantozzi charge for services?
John Vincent Fantozzi'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 PARK STREET CAPITAL ADVISERS, L.L.C.?
PARK STREET CAPITAL ADVISERS, L.L.C. has approximately 6 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARK STREET CAPITAL ADVISERS, L.L.C.

Janice Leslie Sherman
BOSTON, MA
Heather Lynn Foley
BOSTON, MA
Kenneth Gaines Smith
BOSTON, MA
Kristine Nmn Dailey
BOSTON, MA
Robert Gary Segel
BOSTON, MA

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Research
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