Unclaimed Profile

David Stuart Markus

TURNING ROCK PARTNERS, L.P.·NEW YORK, New York

Clean recordTURNING ROCK PARTNERS, L.P.

350 MADISON AVENUE, NEW YORK, NY 10017CRD# 2185755Firm CRD# 287608

Profile Verification

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

Identity

David Stuart Markus · NEW YORK, NY

Registration

CRD #2185755 · TURNING ROCK PARTNERS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Stuart Markus is a registered financial advisor based in NEW YORK, New York, affiliated with TURNING ROCK PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TURNING ROCK PARTNERS, L.P.

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TURNING ROCK PARTNERS, L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2185755

Firm CRD# 287608

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Frequently Asked Questions

What services does David Stuart Markus offer?

David Stuart Markus specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are David Stuart Markus's credentials?

David Stuart Markus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Stuart Markus located?

David Stuart Markus is based in NEW YORK, New York, working with TURNING ROCK PARTNERS, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does David Stuart Markus charge for services?

David Stuart Markus'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 TURNING ROCK PARTNERS, L.P.?

TURNING ROCK PARTNERS, L.P. has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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