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Laurence Garcia Roosevelt

WILLOW PARTNER ADVISORS, LLC·PRIDES CROSSING, Massachusetts
Clean recordWILLOW PARTNER ADVISORS, LLC
23 PAINE AVENUE, PRIDES CROSSING, MA 01965CRD# 7233472Firm CRD# 333917

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurence Garcia Roosevelt · PRIDES CROSSING, MA
Registration
CRD #7233472 · WILLOW PARTNER ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Laurence Garcia Roosevelt is a registered financial advisor based in PRIDES CROSSING, Massachusetts, affiliated with WILLOW PARTNER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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03

Firm Overview

Firm
WILLOW PARTNER ADVISORS, LLC
WILLOW PARTNER ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WILLOW PARTNER ADVISORS, LLC →
Services
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7233472
Firm CRD# 333917
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laurence Garcia Roosevelt offer?
Laurence Garcia Roosevelt is a registered financial advisor in PRIDES CROSSING, Massachusetts. Contact their office for details on services offered.
What are Laurence Garcia Roosevelt's credentials?
Laurence Garcia Roosevelt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurence Garcia Roosevelt located?
Laurence Garcia Roosevelt is based in PRIDES CROSSING, Massachusetts, working with WILLOW PARTNER ADVISORS, LLC. Their office serves clients in the PRIDES CROSSING metropolitan area and surrounding communities.
How does Laurence Garcia Roosevelt charge for services?
Laurence Garcia Roosevelt's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLOW PARTNER ADVISORS, LLC?
WILLOW PARTNER ADVISORS, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
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Research
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