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URSAMINE CREDIT ADVISORS LLC
URSAMINE CREDIT ADVISORS LLC
GALLATIN LOAN MANAGEMENT
SAN JUAN, Puerto Rico
·
5 registered advisors
·
CRD# 150886
SEC# 801-70440
1
203-653-9110
01
Firm Overview
AUM
$977M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at URSAMINE CREDIT ADVISORS LLC
5 registered advisors
Jeffrey Robert Byrne
SAN JUAN, Puerto Rico
CRD# 4006757
Justin Lawrence Driscoll
SAN JUAN, Puerto Rico
CRD# 2314830
Niall Daniel Rosenzweig
NEW YORK, New York
CRD# 1700608
Richard Michael Gordon
SAN JUAN, Puerto Rico
CRD# 6054702
Wesley Hastie Williams
SAN JUAN, Puerto Rico
CRD# 3271586
05
Office Locations
SAN JUAN, Puerto Rico
4 advisors
NEW YORK, New York
1 advisor
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Data sourced from SEC Form ADV filings. URSAMINE CREDIT ADVISORS LLC (CRD# 150886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.