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Daniel Robert Contardi

LOCUST POINT CAPITAL, INC.·RED BANK, New Jersey
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141 W FRONT STREET, SUITE 210, RED BANK, NJ 07701CRD# 5200123Firm CRD# 286689
01

About

Daniel Robert Contardi is a registered financial advisor based in RED BANK, New Jersey, affiliated with LOCUST POINT CAPITAL, INC.. 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
LOCUST POINT CAPITAL, INC.
LOCUST POINT CAPITAL
AUM
$1.4B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at LOCUST POINT CAPITAL, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5200123
Firm CRD# 286689
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Robert Contardi offer?
Daniel Robert Contardi specializes in Retirement Planning. Contact their office in RED BANK, New Jersey for a consultation.
What are Daniel Robert Contardi's credentials?
Daniel Robert Contardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Contardi located?
Daniel Robert Contardi is based in RED BANK, New Jersey, working with LOCUST POINT CAPITAL, INC.. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Daniel Robert Contardi charge for services?
Daniel Robert Contardi'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 LOCUST POINT CAPITAL, INC.?
LOCUST POINT CAPITAL, INC. has approximately 29 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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