FC
Frank M. Colarusso
CEDAR LANE ADVISORS
New Haven, CT
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CRD#: 6887119
FC
Professional summary
Frank M Colarusso is a registered financial advisor currently at CEDAR LANE ADVISORS, LLC located in New Haven, Connecticut.
Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Frank has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Frank M Colarusso's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 14, 2018 - Present
CEDAR LANE ADVISORS, LLC
RIA
CRD#: 290582
New Haven, CT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(5/14/2018)
Current Firm
CL
CEDAR LANE ADVISORS, LLC
CEDAR LANE ADVISORS, LLC
CRD#: 290582 / SEC#:
Connecticut
Registered Investment Advisory firm - (5/14/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
New Haven, CT
Mailing Address
Phone number
(203) 438-9619
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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