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Adam H Jaffe

CRESCENDO ADVISORS II, LLC·NEW YORK, New York
Unclaimed Profile
777 THIRD AVENUE, NEW YORK, NY 10017CRD# 6929972Firm CRD# 156726
01

About

Adam H Jaffe is a registered financial advisor based in NEW YORK, New York, affiliated with CRESCENDO ADVISORS II, LLC. 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
CRESCENDO ADVISORS II, LLC
CRESCENDO ADVISORS II, LLC
AUM
$143M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CRESCENDO ADVISORS II, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6929972
Firm CRD# 156726
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam H Jaffe offer?
Adam H Jaffe specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Adam H Jaffe's credentials?
Adam H Jaffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam H Jaffe located?
Adam H Jaffe is based in NEW YORK, New York, working with CRESCENDO ADVISORS II, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Adam H Jaffe charge for services?
Adam H Jaffe'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 CRESCENDO ADVISORS II, LLC?
CRESCENDO ADVISORS II, LLC is a registered investment adviser with the SEC, managing $143M in regulatory assets under management. See their Form ADV for full details.
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NEW YORK, NY
Michael James Benenson
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Thomas John Kobylarz
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