Unclaimed Profile

Paul T Citardi

INCAPTURE INVESTMENTS LLC·NEW YORK, New York

Clean recordINCAPTURE INVESTMENTS LLC

135 EAST 57TH STREET, NEW YORK, NY 10022CRD# 2276499Firm CRD# 169683

Profile Verification

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

Identity

Paul T Citardi · NEW YORK, NY

Registration

CRD #2276499 · INCAPTURE INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul T Citardi is a registered financial advisor based in NEW YORK, New York, affiliated with INCAPTURE INVESTMENTS LLC. 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

INCAPTURE INVESTMENTS LLC

AUM

$376M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INCAPTURE INVESTMENTS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2276499

Firm CRD# 169683

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul T Citardi offer?

Paul T Citardi specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Paul T Citardi's credentials?

Paul T Citardi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul T Citardi located?

Paul T Citardi is based in NEW YORK, New York, working with INCAPTURE INVESTMENTS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Paul T Citardi charge for services?

Paul T Citardi'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 INCAPTURE INVESTMENTS LLC?

INCAPTURE INVESTMENTS LLC has approximately 32 employees and manages $376M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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