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Eugene Thomas Mone

CONSTELLATION CAPITAL MANAGEMENT LLC·WHITE PLAINS, New York
Clean recordCONSTELLATION CAPITAL MANAGEMENT LLC
1025 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604CRD# 2489012Firm CRD# 161275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene Thomas Mone · WHITE PLAINS, NY
Registration
CRD #2489012 · CONSTELLATION CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eugene Thomas Mone is a registered financial advisor based in WHITE PLAINS, New York, affiliated with CONSTELLATION CAPITAL MANAGEMENT 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
Introduction

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03

Firm Overview

Firm
CONSTELLATION CAPITAL MANAGEMENT LLC
CONSTELLATION CAPITAL MANAGEMENT LLC
AUM
$217M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2489012
Firm CRD# 161275
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05

Frequently Asked Questions

What services does Eugene Thomas Mone offer?
Eugene Thomas Mone specializes in Retirement Planning, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Eugene Thomas Mone's credentials?
Eugene Thomas Mone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene Thomas Mone located?
Eugene Thomas Mone is based in WHITE PLAINS, New York, working with CONSTELLATION CAPITAL MANAGEMENT LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Eugene Thomas Mone charge for services?
Eugene Thomas Mone'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 CONSTELLATION CAPITAL MANAGEMENT LLC?
CONSTELLATION CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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