AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A STRATTNER CAPITAL MANAGEMENT L.P. FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at STRATTNER CAPITAL MANAGEMENT L.P.

CRD#: 321857

Looking for a Financial Advisor at STRATTNER CAPITAL MANAGEMENT L.P.?

We have compiled every financial advisor who works at STRATTNER CAPITAL MANAGEMENT L.P. in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

STRATTNER CAPITAL MANAGEMENT L.P. is located at 30 Wall Street 800, New York, NY 10005. STRATTNER CAPITAL MANAGEMENT L.P. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of STRATTNER CAPITAL MANAGEMENT L.P.’s clients are individuals and 0% of their clients are high net worth individuals. STRATTNER CAPITAL MANAGEMENT L.P. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at STRATTNER CAPITAL MANAGEMENT L.P. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access STRATTNER CAPITAL MANAGEMENT L.P.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at STRATTNER CAPITAL MANAGEMENT L.P.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for STRATTNER CAPITAL MANAGEMENT L.P. Comes From

Understanding the Statistics for STRATTNER CAPITAL MANAGEMENT L.P. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
30 Wall Street 800, New York, NY 10005
Phone Number
(212) 517-0858
Related websites
https://www.facebook.com/strattners
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
Strattner, Timo, BerndMANAGING MEMBER05/20227151370

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at STRATTNER CAPITAL MANAGEMENT L.P.

Vincent Charles Renaut
AdvisorCheck Check Mark

Vincent Charles Renaut

Vincent Renaut
IAR
CRD#: 7266754
CFP®: Certified Financial Planner
Location:
Plymouth, MA 02660
Company:
PIER 42 ADVISORS
Disclosures:
Experience:
5 years
View Profile
Douglas Maurice Applegate
AdvisorCheck Check Mark

Douglas Maurice Applegate

Doug Applegate
IAR
RR
CRD#: 3217565
Location:
Centennial, CO 80122
Company:
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Disclosures:
Experience:
26 years
View Profile
Jeffrey Paul Meotti
AdvisorCheck Check Mark

Jeffrey Paul Meotti

IAR
RR
CRD#: 1232822
CFP®: Certified Financial Planner
Location:
Madison, CT 06443
Company:
MORGAN STANLEY
Disclosures:
Experience:
42 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics