Unclaimed Profile

Allan Masumi Borup Petersen

NAUTIC PARTNERS, LLC·PROVIDENCE, Rhode Island

Clean recordNAUTIC PARTNERS, LLC

50 KENNEDY PLAZA, PROVIDENCE, RI 02903-2393CRD# 3262281Firm CRD# 159822

Profile Verification

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

Identity

Allan Masumi Borup Petersen · PROVIDENCE, RI

Registration

CRD #3262281 · NAUTIC PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allan Masumi Borup Petersen is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with NAUTIC PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

NAUTIC PARTNERS, LLC

AUM

$7.8B

Regulatory assets under management

Employees

Total firm employees

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Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3262281

Firm CRD# 159822

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Frequently Asked Questions

What services does Allan Masumi Borup Petersen offer?

Allan Masumi Borup Petersen specializes in Retirement Planning. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Allan Masumi Borup Petersen's credentials?

Allan Masumi Borup Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allan Masumi Borup Petersen located?

Allan Masumi Borup Petersen is based in PROVIDENCE, Rhode Island, working with NAUTIC PARTNERS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Allan Masumi Borup Petersen charge for services?

Allan Masumi Borup Petersen'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 NAUTIC PARTNERS, LLC?

NAUTIC PARTNERS, LLC has approximately 70 employees and manages $7.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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