Unclaimed Profile

Thomas Michael Regner

FRANKLIN TEMPLETON INSTITUTIONAL, LLC·NEW YORK, New York

Clean recordFRANKLIN TEMPLETON INSTITUTIONAL, LLC

280 PARK AVENUE, NEW YORK, NY 10017CRD# 2219125Firm CRD# 117384

Profile Verification

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

Identity

Thomas Michael Regner · NEW YORK, NY

Registration

CRD #2219125 · FRANKLIN TEMPLETON INSTITUTIONAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Michael Regner is a registered financial advisor based in NEW YORK, New York, affiliated with FRANKLIN TEMPLETON INSTITUTIONAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FRANKLIN TEMPLETON INSTITUTIONAL, LLC

AUM

$28.9B

Regulatory assets under management

Employees

144

Total firm employees

View all advisors at FRANKLIN TEMPLETON INSTITUTIONAL, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2219125

Firm CRD# 117384

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Frequently Asked Questions

What services does Thomas Michael Regner offer?

Thomas Michael Regner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Thomas Michael Regner's credentials?

Thomas Michael Regner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Michael Regner located?

Thomas Michael Regner is based in NEW YORK, New York, working with FRANKLIN TEMPLETON INSTITUTIONAL, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Thomas Michael Regner charge for services?

Thomas Michael Regner'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 FRANKLIN TEMPLETON INSTITUTIONAL, LLC?

FRANKLIN TEMPLETON INSTITUTIONAL, LLC has approximately 144 employees and manages $28.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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