Unclaimed Profile

Caitlin Nicole Connell

REVOLUTION CAPITAL ADVISORS LLC·PHILADELPHIA, Pennsylvania

Clean recordREVOLUTION CAPITAL ADVISORS LLC

2001 MARKET STREET, PHILADELPHIA, PA 19103CRD# 7291774Firm CRD# 287884

Profile Verification

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

Identity

Caitlin Nicole Connell · PHILADELPHIA, PA

Registration

CRD #7291774 · REVOLUTION CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Caitlin Nicole Connell is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with REVOLUTION CAPITAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

REVOLUTION CAPITAL ADVISORS LLC

AUM

$8M

Regulatory assets under management

Employees

Total firm employees

View all advisors at REVOLUTION CAPITAL ADVISORS LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7291774

Firm CRD# 287884

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Caitlin Nicole Connell offer?

Caitlin Nicole Connell specializes in Investment Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Caitlin Nicole Connell's credentials?

Caitlin Nicole Connell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Caitlin Nicole Connell located?

Caitlin Nicole Connell is based in PHILADELPHIA, Pennsylvania, working with REVOLUTION CAPITAL ADVISORS LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Caitlin Nicole Connell charge for services?

Caitlin Nicole Connell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REVOLUTION CAPITAL ADVISORS LLC?

REVOLUTION CAPITAL ADVISORS LLC has approximately 3 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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