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REFORMATION SERVICES INC.
REFORMATION SERVICES INC.
STAMFORD, Connecticut
·
4 registered advisors
·
CRD# 167160
SEC# 801-77730
203-975-5972
01
Firm Overview
AUM
$113M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION FEE
03
Specialties
Retirement Planning
04
Advisors at REFORMATION SERVICES INC.
4 registered advisors
James Robert Clement
STAMFORD, Connecticut
CRD# 2144866
Jennifer Cuccaro
STAMFORD, Connecticut
CRD# 6170943
John Robert Kelly
STAMFORD, Connecticut
CRD# 2562334
Robert Clement
STAMFORD, Connecticut
CRD# 4303174
05
Office Locations
STAMFORD, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. REFORMATION SERVICES INC. (CRD# 167160) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.