Claim Profile
VP

Veronica Janet Perez

FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC·NEW YORK, New York
Unclaimed Profile
1120 AVENUE OF THE AMERICAS, NEW YORK, NY 10036CRD# 4127993Firm CRD# 136069
01

About

Veronica Janet Perez is a registered financial advisor based in NEW YORK, New York, affiliated with FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
AUM
$269M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4127993
Firm CRD# 136069
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK?

Browse all registered financial advisors in NEW YORK, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Veronica Janet Perez offer?
Veronica Janet Perez specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Veronica Janet Perez's credentials?
Veronica Janet Perez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Veronica Janet Perez located?
Veronica Janet Perez is based in NEW YORK, New York, working with FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Veronica Janet Perez charge for services?
Veronica Janet Perez's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC?
FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →