Connie
Partridge
The Moorings Group, LLC
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About this Advisor
Connie Partridge is a financial advisor based out of Atlanta, Georgia with 19 years of relevant experience. Partridge is on the advisory team at The Moorings Group, LLC. They have worked at The Moorings Group, Llc for their entire career. Partridge maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Georgia and Texas. The Moorings Group, LLC is a financial advisory business operating out of Atlanta, GA. It controls $478 million in total assets across its 241 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves five charities and foundations. Of its 241 customer accounts, 72% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually are based on which service is offered. Fee types billed by The Moorings Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Moorings Group, LLC Brokerage Details
$478,400,000
3
241
$1,985,062
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Connie Partridge Work History
Connie has been registered as a financial advisor for 19 years.*
The Moorings Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Connie Partridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Moorings Group, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
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