A.L. STUART INVESTMENTS, LLC

GREENWICH, Connecticut·2 registered advisors·CRD# 158974
SEC# 802-1146130203-969-1140
01

Firm Overview

AUM
$92M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at A.L. STUART INVESTMENTS, LLC

2 registered advisors
Alan Lincoln Stuart
GREENWICH, Connecticut
Ronda Halperin Lubin
GREENWICH, Connecticut
05

Office Locations

GREENWICH, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. A.L. STUART INVESTMENTS, LLC (CRD# 158974) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.