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Sherri Ann Pelski

RDC CAPITAL PARTNERS LP·BOSTON, Massachusetts
Unclaimed Profile
99 HIGH STREET, BOSTON, MA 02110CRD# 1851857Firm CRD# 281480
01

About

Sherri Ann Pelski is a registered financial advisor based in BOSTON, Massachusetts, affiliated with RDC CAPITAL PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
RDC CAPITAL PARTNERS LP
RDC CAPITAL PARTNERS LP
AUM
$289M
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1851857
Firm CRD# 281480
No disclosures on file
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05

Frequently Asked Questions

What services does Sherri Ann Pelski offer?
Sherri Ann Pelski specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Sherri Ann Pelski's credentials?
Sherri Ann Pelski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sherri Ann Pelski located?
Sherri Ann Pelski is based in BOSTON, Massachusetts, working with RDC CAPITAL PARTNERS LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Sherri Ann Pelski charge for services?
Sherri Ann Pelski'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 RDC CAPITAL PARTNERS LP?
RDC CAPITAL PARTNERS LP is a registered investment adviser with the SEC, managing $289M in regulatory assets under management. See their Form ADV for full details.
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