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Conor Joseph Coleman

FORTINBRAS ENTERPRISES LP·NEW YORK, New York
Unclaimed Profile
445 PARK AVENUE, NEW YORK, NY 10022CRD# 6807152Firm CRD# 330555
01

About

Conor Joseph Coleman is a registered financial advisor based in NEW YORK, New York, affiliated with FORTINBRAS ENTERPRISES LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FORTINBRAS ENTERPRISES LP
FORTINBRAS ENTERPRISES LP
AUM
$123M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FORTINBRAS ENTERPRISES LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6807152
Firm CRD# 330555
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Conor Joseph Coleman offer?
Conor Joseph Coleman specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Conor Joseph Coleman's credentials?
Conor Joseph Coleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Conor Joseph Coleman located?
Conor Joseph Coleman is based in NEW YORK, New York, working with FORTINBRAS ENTERPRISES LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Conor Joseph Coleman charge for services?
Conor Joseph Coleman'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 FORTINBRAS ENTERPRISES LP?
FORTINBRAS ENTERPRISES LP has approximately 5 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Bradley Brian Bisca
NEW YORK, NY
Benjamin Eli Black
NEW YORK, NY
Mark Andrew Reid
NEW YORK, NY

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