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Dawn Lynn Jasiak

ASSURED INVESTMENT MANAGEMENT LLC·NEW YORK, New York
Unclaimed Profile
1633 BROADWAY, NEW YORK, NY 10019CRD# 7239332Firm CRD# 128132
01

About

Dawn Lynn Jasiak is a registered financial advisor based in NEW YORK, New York, affiliated with ASSURED INVESTMENT MANAGEMENT LLC. 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
SOUND POINT LUNA LLC
SOUND POINT LUNA LLC
AUM
$13.8B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at SOUND POINT LUNA LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7239332
Firm CRD# 128132
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dawn Lynn Jasiak offer?
Dawn Lynn Jasiak specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Dawn Lynn Jasiak's credentials?
Dawn Lynn Jasiak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn Lynn Jasiak located?
Dawn Lynn Jasiak is based in NEW YORK, New York, working with ASSURED INVESTMENT MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Dawn Lynn Jasiak charge for services?
Dawn Lynn Jasiak'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 ASSURED INVESTMENT MANAGEMENT LLC?
ASSURED INVESTMENT MANAGEMENT LLC has approximately 13 employees and manages $13.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSURED INVESTMENT MANAGEMENT LLC

Adele Kittredge Murray
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Alan Jeffrey Gerstein
NEW YORK, NY
David Alan Rubenstein
NEW YORK, NY
David Mitchell Alpert
NEW YORK, NY
Michael Liberman
NEW YORK, NY
Nicholas Thomas Pappas
NEW YORK, NY

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