Unclaimed Profile

Walter Dana Laforge

PINE BROOK ROAD ADVISORS, L.P.·NEW YORK, New York

Clean recordPINE BROOK ROAD ADVISORS, L.P.

60 EAST 42ND STREET, NEW YORK, NY 10165CRD# 1497236Firm CRD# 162247

Profile Verification

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

Identity

Walter Dana Laforge · NEW YORK, NY

Registration

CRD #1497236 · PINE BROOK ROAD ADVISORS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Walter Dana Laforge is a registered financial advisor based in NEW YORK, New York, affiliated with PINE BROOK ROAD ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PINE BROOK ROAD ADVISORS, L.P.

PINE BROOK

AUM

$4.7B

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at PINE BROOK ROAD ADVISORS, L.P. →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1497236

Firm CRD# 162247

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Walter Dana Laforge offer?

Walter Dana Laforge specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Walter Dana Laforge's credentials?

Walter Dana Laforge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Walter Dana Laforge located?

Walter Dana Laforge is based in NEW YORK, New York, working with PINE BROOK ROAD ADVISORS, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Walter Dana Laforge charge for services?

Walter Dana Laforge'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 PINE BROOK ROAD ADVISORS, L.P.?

PINE BROOK ROAD ADVISORS, L.P. is a registered investment adviser with the SEC, managing $4.7B in regulatory assets under management. See their Form ADV for full details.

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