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Richard Peter Spinelli

TRAWLER CAPITAL MANAGEMENT LLC·ROSLYN, New York
Clean recordTRAWLER CAPITAL MANAGEMENT LLC
1044 NORTHERN BOULEVARD,, ROSLYN, NY 11576CRD# 2910625Firm CRD# 286000

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Peter Spinelli · ROSLYN, NY
Registration
CRD #2910625 · TRAWLER CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Peter Spinelli is a registered financial advisor based in ROSLYN, New York, affiliated with TRAWLER CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
TRAWLER CAPITAL MANAGEMENT LLC
TRAWLER CAPITAL MANAGEMENT LLC
AUM
$332M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TRAWLER CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2910625
Firm CRD# 286000
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Peter Spinelli offer?
Richard Peter Spinelli specializes in Retirement Planning. Contact their office in ROSLYN, New York for a consultation.
What are Richard Peter Spinelli's credentials?
Richard Peter Spinelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Peter Spinelli located?
Richard Peter Spinelli is based in ROSLYN, New York, working with TRAWLER CAPITAL MANAGEMENT LLC. Their office serves clients in the ROSLYN metropolitan area and surrounding communities.
How does Richard Peter Spinelli charge for services?
Richard Peter Spinelli'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 TRAWLER CAPITAL MANAGEMENT LLC?
TRAWLER CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $332M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Seth Loeb
ROSLYN, NY
Frank R Scavone
ROSLYN, NY

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