Unclaimed Profile

Patricia Mercedes Perez

1901 PARTNERS MANAGEMENT, LP·NEW YORK, New York

Clean record1901 PARTNERS MANAGEMENT, LP

C/O WEWORK 205 E 42ND STREET, NEW YORK, NY 10017CRD# 6411485Firm CRD# 173444

Profile Verification

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

Identity

Patricia Mercedes Perez · NEW YORK, NY

Registration

CRD #6411485 · 1901 PARTNERS MANAGEMENT, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patricia Mercedes Perez is a registered financial advisor based in NEW YORK, New York, affiliated with 1901 PARTNERS MANAGEMENT, LP. 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

1901 PARTNERS MANAGEMENT, LP

AUM

$97M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at 1901 PARTNERS MANAGEMENT, LP →

Services

Pension consulting

Background

Compensation

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6411485

Firm CRD# 173444

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Mercedes Perez offer?

Patricia Mercedes Perez specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Patricia Mercedes Perez's credentials?

Patricia Mercedes Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Mercedes Perez located?

Patricia Mercedes Perez is based in NEW YORK, New York, working with 1901 PARTNERS MANAGEMENT, LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Patricia Mercedes Perez charge for services?

Patricia Mercedes Perez's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1901 PARTNERS MANAGEMENT, LP?

1901 PARTNERS MANAGEMENT, LP is a registered investment adviser with the SEC, managing $97M in regulatory assets under management. See their Form ADV for full details.

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