Compass Rose Strategic Partners LLC

Compass Rose Strategic Partners LLC (CRD# 165043) is a financial advisory firm headquartered in Waterford, CT. They manage $90,084,302 in 520 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
426 Boston Post Road, Suite A, Waterford, CT 06385
https://twitter.com/compassrosesp
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $173,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, TX

Financial Advisors at Compass Rose Strategic Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lynn Cravinho, financial advisor Waterford CT
Lynn T. Cravinho
CRD#: 5486266
426 Boston Post Road, Suite A, Waterford, CT 06385

Lynn Cravinho (CRD# 5486266) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 15 years of experience in the finance industry.

2
Simone Gladstone, financial advisor Waterford CT
Simone M. Gladstone
CRD#: 1917328
426 Boston Post Road, Suite A, Waterford, CT 06385

Simone Gladstone (CRD# 1917328) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 32 years of experience in the finance industry.

3
Mercedes Lane, financial advisor Waterford CT
Mercedes A. Lane
CRD#: 4127468
426 Boston Post Road, Suite A, Waterford, CT 06385

Mercedes Lane (CRD# 4127468) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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