Julian Cash, financial advisor New Canaan CT

Julian Cash

CRD Number: 4506274
Current Firm: Savrin

Julian Cash (CRD# 4506274) is an Investment Advisor Representative working at Savrin in New Canaan, CT and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Savrin LLC New Canaan, CT Oct 2017 - Current 6
Unemployed New Canaan, CT Jan 2017 - Oct 2017 < 1
Troubh Partners, LP New York, NY Jan 2015 - Jan 2017 2
Cantor Fitzgerald & Company New York, NY Feb 2002 - Oct 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2003
Contact Info for Julian P. Cash
Phone Number: (203) 594-6627
Registered State(s):
  • CT
  • ID
Current Firm Details
Savrin
Firm's CRD Number: 291554
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $181,759
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, ID

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