Unclaimed Profile

Allison Albanese

FOX POINT CAPITAL MANAGEMENT LLC·NEW YORK, New York

Clean recordFOX POINT CAPITAL MANAGEMENT LLC

125 PARK AVENUE, NEW YORK, NY 10017CRD# 6446948Firm CRD# 157118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allison Albanese · NEW YORK, NY

Registration

CRD #6446948 · FOX POINT CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allison Albanese is a registered financial advisor based in NEW YORK, New York, affiliated with FOX POINT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FOX POINT CAPITAL MANAGEMENT LLC

AUM

$26M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FOX POINT CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6446948

Firm CRD# 157118

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allison Albanese offer?

Allison Albanese specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Allison Albanese's credentials?

Allison Albanese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison Albanese located?

Allison Albanese is based in NEW YORK, New York, working with FOX POINT CAPITAL MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Allison Albanese charge for services?

Allison Albanese'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 FOX POINT CAPITAL MANAGEMENT LLC?

FOX POINT CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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