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VINTRIS WEALTH MANAGEMENT LLC
VINTRIS WEALTH MANAGEMENT LLC
VINTRIS WEALTH MANAGEMENT
4 registered advisors
·
CRD# 332900
SEC# 801-131228
1
203-231-0496
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at VINTRIS WEALTH MANAGEMENT LLC
4 registered advisors
Charles Daniel Smith
SHELTON, Connecticut
CRD# 4419053
Christopher Cesare
SHELTON, Connecticut
CRD# 4533080
James Joseph Coppola
SHELTON, Connecticut
CRD# 2506050
Lauren E Shugrue
SHELTON, Connecticut
CRD# 7979227
05
Office Locations
SHELTON, Connecticut
4 advisors
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Data sourced from SEC Form ADV filings. VINTRIS WEALTH MANAGEMENT LLC (CRD# 332900) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.