Cruice Financial Organization Or Cruice Financial Planning

Cruice Financial Organization Or Cruice Financial Planning (CRD# 110950) is a financial advisory firm headquartered in Westport, CT. They manage $137,932,982 in 380 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $362,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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

Financial Advisors at Cruice Financial Organization Or Cruice Financial Planning
Showing 1 - 4 of 4 top financial advisors.
1
Nancy M. Blackwell
CRD#: 5006115
55 Greens Farms Road, Westport, CT 06880
96
Wealthminder
score

Nancy Blackwell (CRD# 5006115) is an Investment Advisor Representative working at Cruice Financial Organization Or Cruice Financial Planning in Westport, CT and has over 12 years of experience in the finance industry. Nancy Blackwell 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
James S. Cruice
CRD#: 1218563
Darien, CT
96
Wealthminder
score

James Cruice (CRD# 1218563) is an Investment Advisor Representative working at Cruice Financial Organization Or Cruice Financial Planning in Darien, CT and has over 33 years of experience in the finance industry. James Cruice 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.

3
Paul H. Daimler
CRD#: 715353
55 Greens Farms Road, Westport, CT 06880
93
Wealthminder
score

Paul Daimler (CRD# 715353) is an Investment Advisor Representative working at Cruice Financial Organization Or Cruice Financial Planning in Westport, CT and has over 37 years of experience in the finance industry.

4
William O. Webster Jr.
CRD#: 461173
Old Saybrook, CT
41
Wealthminder
score

William Webster Jr. (CRD# 461173) is an Investment Advisor Representative working at Cruice Financial Organization Or Cruice Financial Planning in Old Saybrook, CT and has over 35 years of experience in the finance industry. William Webster Jr. 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.

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