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S••••• P••• P•••••
- Business email
- ••• Lockedreportedpetteeinvestors.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- H••• C•••••• R••• E•••••• L•• asset manager currentsince Oct 16, 2018 · Rowayton, Ct
- P••••• I•••••••• I•• independent RIA currentsince Jan 28, 2005 · Rowayton, Ct
- P••••• I•••••••• I•• independent RIANov 2, 1990 to Dec 31, 2004 · New Canaan, Ct
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address