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David Alistair James Wood-Collins

RECORD CURRENCY MANAGEMENT (US) INC·NEW YORK, New York
Unclaimed Profile
WEWORK, NEW YORK, NY 10012CRD# 5855678Firm CRD# 171338
01

About

David Alistair James Wood-Collins is a registered financial advisor based in NEW YORK, New York, affiliated with RECORD CURRENCY MANAGEMENT (US) INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
RECORD CURRENCY MANAGEMENT (US) INC
RECORD CURRENCY MANAGEMENT INC
AUM
$19.3B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at RECORD CURRENCY MANAGEMENT (US) INC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Subscription fees
Other: SALARY, MANAGEMENT FEE AGREEMENT, GROUP PROFIT SCHEME
Regulatory
SEC/IARD CRD# 5855678
Firm CRD# 171338
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alistair James Wood-Collins offer?
David Alistair James Wood-Collins specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are David Alistair James Wood-Collins's credentials?
David Alistair James Wood-Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alistair James Wood-Collins located?
David Alistair James Wood-Collins is based in NEW YORK, New York, working with RECORD CURRENCY MANAGEMENT (US) INC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does David Alistair James Wood-Collins charge for services?
David Alistair James Wood-Collins's firm is compensated through subscription fees, other: salary, management fee agreement, group profit scheme. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RECORD CURRENCY MANAGEMENT (US) INC?
RECORD CURRENCY MANAGEMENT (US) INC has approximately 5 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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