Compass Retirement, LLC

Compass Retirement, LLC (CRD# 158412) is a financial advisory firm headquartered in , . They manage $9,200,000 in 36 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://compass-retirement.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $255,556
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL

Financial Advisors at Compass Retirement, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Bubello, financial advisor Old Saybrook CT
John R. Bubello
CRD#: 4901918
Old Saybrook, CT
93
Wealthminder
score

John Bubello (CRD# 4901918) is an Investment Advisor Representative working at Compass Retirement, LLC in Old Saybrook, CT and has over 13 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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