Unclaimed
John Cromwell is an investment advisor representative with Hedgeye Risk Management, LLC. John has been in the industry for less than a year. John has a Series 7TO, Series 63, and Series 65 licenses. John was previously employed at Fidelity Brokerage Services LLC in Fairfield, CT. Prior to that, John has worked at Adaptive Wealth Management, Commonfund Capital, and Fidelity Investments. John is active in the investment advisor industry in Connecticut.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Custom negotiated fees
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2
CT
03/15/2024 - Present
Hedgeye Risk Management, LLC (STAMFORD CT)
CT
07/17/2023 - 03/12/2024
FIDELITY BROKERAGE SERVICES LLC (FAIRFIELD CT)
IA
Issued 12/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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