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Stephen Walter Modzelewski

TACHYON PARTNERS, L.L.C.·PRINCETON, New Jersey
Clean recordTACHYON PARTNERS, L.L.C.
47 HULFISH STREET, PRINCETON, NJ 08542CRD# 2670150Firm CRD# 108272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Walter Modzelewski · PRINCETON, NJ
Registration
CRD #2670150 · TACHYON PARTNERS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Walter Modzelewski is a registered financial advisor based in PRINCETON, New Jersey, affiliated with TACHYON PARTNERS, 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
WATERMARK GROUP, INC.
WATERMARK GROUP, INC.
AUM
$2.6B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at WATERMARK GROUP, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2670150
Firm CRD# 108272
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Walter Modzelewski offer?
Stephen Walter Modzelewski specializes in Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.
What are Stephen Walter Modzelewski's credentials?
Stephen Walter Modzelewski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Walter Modzelewski located?
Stephen Walter Modzelewski is based in PRINCETON, New Jersey, working with TACHYON PARTNERS, L.L.C.. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Stephen Walter Modzelewski charge for services?
Stephen Walter Modzelewski'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 TACHYON PARTNERS, L.L.C.?
TACHYON PARTNERS, L.L.C. has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TACHYON PARTNERS, L.L.C.

William Gormley Nicolls
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John Niforatos
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Dougin Algase Walker
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Jesse Evan Lasky
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David Cedric Rowntree
PRINCETON, NJ
Andrew Marc Okun
PRINCETON, NJ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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