Compass Rose Strategic Partners LLC

Compass Rose Strategic Partners LLC (CRD# 165043) is a financial advisory firm headquartered in Waterford, CT. They manage $56,963,009 in 435 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    435
    ACCOUNTS
  • Average Account Value
    $130,949
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
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
426 Boston Post Road, Suite A, Waterford, CT 06385
96
Wealthminder
score

Simone Gladstone (CRD# 1917328) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 26 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
426 Boston Post Road, Suite A, Waterford, CT 06385
93
Wealthminder
score

Mercedes Lane (CRD# 4127468) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 13 years of experience in the finance industry.

3
Lynn T. Cravinho
CRD#: 5486266
426 Boston Post Road, Suite A, Waterford, CT 06385
73
Wealthminder
score

Lynn Cravinho (CRD# 5486266) is an Investment Advisor Representative working at Compass Rose Strategic Partners LLC in Waterford, CT and has over 10 years of experience in the finance industry.

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