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).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $209,000,000
Compensation Options
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, NE, NY, TX

Financial Advisors at Fairlead Strategies
Showing 1 - 4 of 4 top financial advisors.
1
Katherine T. Stockton
CRD#: 3085173
19 East Elm Street, 2nd Floor, Greenwich, CT 06830

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.

2
Kevin G. Abbott
CRD#: 7537464
19 East Elm Street, 2nd Floor, Greenwich, CT 06830

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.

3
William L. Tamplin
CRD#: 7422806
19 East Elm Street, 2nd Floor, Greenwich, CT 06830

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.

4
Tracy A. Townshend
CRD#: 7147397
19 East Elm Street, 2nd Floor, Greenwich, CT 06830

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.

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