Fairlead Strategies
Fairlead Strategies (CRD# 297384) is a financial advisory firm headquartered in Greenwich, CT. They manage $209,000,000 in 1 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management209MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$209,000,000
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
CA, CT, FL, IL, MA, NE, NY, TX
Katherine Stockton (CRD# 3085173) is an Investment Advisor Representative working at Fairlead Strategies in Greenwich, CT and has over 25 years of experience in the finance industry.
Kevin Abbott (CRD# 7537464) is an Investment Advisor Representative working at Fairlead Strategies in Greenwich, CT and has 1 year of experience in the finance industry.
William Tamplin (CRD# 7422806) is an Investment Advisor Representative working at Fairlead Strategies in Greenwich, CT and has over 2 years of experience in the finance industry.
Tracy Townshend (CRD# 7147397) is an Investment Advisor Representative working at Fairlead Strategies in Greenwich, CT and has over 4 years of experience in the finance industry.