Vergence Institutional Partners LLC

Vergence Institutional Partners LLC (CRD# 301349) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.vergencepartners.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MI, RI, TN

Financial Advisors at Vergence Institutional Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Douglas, financial advisor Little Compton RI
Thomas L. Douglas
CRD#: 2605963
Little Compton, RI

Thomas Douglas (CRD# 2605963) is an Investment Advisor Representative working at Vergence Institutional Partners LLC in Little Compton, RI and has over 25 years of experience in the finance industry.

2
Jay Young, financial advisor Smyrna TN
Jay E. Young
CRD#: 4294372
877 Seven Oaks Blvd, Suite 540, Smyrna, TN 37167

Jay Young (CRD# 4294372) is an Investment Advisor Representative working at Vergence Institutional Partners LLC in Smyrna, TN and has over 15 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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