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GLUSKIN SHEFF + ASSOCIATES (US) INC.
GLUSKIN SHEFF + ASSOCIATES (US) INC.
ENGLEWOOD CLIFFS, New Jersey
·
6 registered advisors
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CRD# 284818
SEC# 801-108267
1
416-304-3976
01
Firm Overview
AUM
$344M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Other: A PERCENTAGE OF EXPENSES
03
Specialties
Retirement Planning
04
Advisors at GLUSKIN SHEFF + ASSOCIATES (US) INC.
6 registered advisors
Amy Jean Aubin
ENGLEWOOD CLIFFS, New Jersey
CRD# 6044159
David Roy Morris
NEW YORK, New York
CRD# 5206735
Jeffrey Wilburn Moody
ENGLEWOOD CLIFFS, New Jersey
CRD# 2115423
Lindsay Quinn
NEW YORK, New York
CRD# 6695965
Thomas Carey Macmillan
GREENWICH, Connecticut
CRD# 6680846
Thomas Skelly Lewis
ENGLEWOOD CLIFFS, New Jersey
CRD# 2630898
05
Office Locations
ENGLEWOOD CLIFFS, New Jersey
3 advisors
NEW YORK, New York
2 advisors
GREENWICH, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. GLUSKIN SHEFF + ASSOCIATES (US) INC. (CRD# 284818) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.