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Robert Trevor Jee

GUGGENHEIM CORPORATE FUNDING, LLC·NEW YORK, New York
Unclaimed Profile
330 MADISON AVENUE, NEW YORK, NY 10017CRD# 6563594Firm CRD# 300895
01

About

Robert Trevor Jee is a registered financial advisor based in NEW YORK, New York, affiliated with GUGGENHEIM CORPORATE FUNDING, 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
GUGGENHEIM CORPORATE FUNDING, LLC
GUGGENHEIM CORPORATE FUNDING, LLC
AUM
$8.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at GUGGENHEIM CORPORATE FUNDING, LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6563594
Firm CRD# 300895
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Trevor Jee offer?
Robert Trevor Jee specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Robert Trevor Jee's credentials?
Robert Trevor Jee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Trevor Jee located?
Robert Trevor Jee is based in NEW YORK, New York, working with GUGGENHEIM CORPORATE FUNDING, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Robert Trevor Jee charge for services?
Robert Trevor Jee'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 GUGGENHEIM CORPORATE FUNDING, LLC?
GUGGENHEIM CORPORATE FUNDING, LLC has approximately 13 employees and manages $8.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GUGGENHEIM CORPORATE FUNDING, LLC

Kevin Hans Gundersen
NEW YORK, NY
Kevin Maurice Robinson
NEW YORK, NY
Jonathan David Herrick
NEW YORK, NY

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