REFORMATION SERVICES INC.

STAMFORD, Connecticut·4 registered advisors·CRD# 167160
SEC# 801-77730203-975-5972
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
Jennifer Cuccaro
STAMFORD, Connecticut
John Robert Kelly
STAMFORD, Connecticut
Robert Clement
STAMFORD, Connecticut
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.