Compass Rose Strategic Partners LLC

Compass Rose Strategic Partners LLC (CRD# 165043) is a financial advisory firm headquartered in New London, CT. They manage $51,940,458 in 440 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $118,047
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)
  • 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, TX

Financial Advisors at Compass Rose Strategic Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Simone M. Gladstone
CRD#: 1917328
516 Vauxhall Street, Suite 202, New London, CT 06320
96
Wealthminder
score

Simone Gladstone (CRD# 1917328) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in New London, CT and has over 24 years of experience in the finance industry. Simone Gladstone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mercedes A. Lane
CRD#: 4127468
516 Vauxhall Street, Suite 202, New London, CT 06320
93
Wealthminder
score

Mercedes Lane (CRD# 4127468) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in New London, CT and has over 12 years of experience in the finance industry.

3
Lynn T. Cravinho
CRD#: 5486266
516 Vauxhall Street, Suite 202, New London, CT 06320
73
Wealthminder
score

Lynn Cravinho (CRD# 5486266) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in New London, CT and has over 8 years of experience in the finance industry.

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