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Deborah Grupp-Patrutz

TECH SQUARE TRADING LP·CAMBRIDGE, Massachusetts
Clean recordTECH SQUARE TRADING LP
255 MAIN STREET, CAMBRIDGE, MA 02142CRD# 6723755Firm CRD# 283757

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Grupp-Patrutz · CAMBRIDGE, MA
Registration
CRD #6723755 · TECH SQUARE TRADING LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Deborah Grupp-Patrutz is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with TECH SQUARE TRADING LP. 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
TECH SQUARE TRADING LP
TECH SQUARE TRADING
AUM
$195M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at TECH SQUARE TRADING LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6723755
Firm CRD# 283757
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Grupp-Patrutz offer?
Deborah Grupp-Patrutz specializes in Retirement Planning. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Deborah Grupp-Patrutz's credentials?
Deborah Grupp-Patrutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Grupp-Patrutz located?
Deborah Grupp-Patrutz is based in CAMBRIDGE, Massachusetts, working with TECH SQUARE TRADING LP. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Deborah Grupp-Patrutz charge for services?
Deborah Grupp-Patrutz'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 TECH SQUARE TRADING LP?
TECH SQUARE TRADING LP is a registered investment adviser with the SEC, managing $195M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at TECH SQUARE TRADING LP

Rohit (nmn) Singh
WELLESLEY, MA

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Research
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