A complete list of active advisors currently associated with Compass Rose Strategic Partners LLC
Warmer can help you find a great advisor at Compass Rose Strategic Partners LLC or one who fits your needs even better.
Compass Rose Strategic Partners provides financial planning, investment management, and managed-account services to individuals, trusts, pension and profit‑sharing plans, and corporations. The firm reports approximately $103 million in assets under management across discretionary and non‑discretionary accounts and also offers no‑cost educational seminars and workshops to clients and prospects. The firm’s investment work is delivered primarily through a wrap fee program sponsored by Compass Rose and through recommended third‑party managers on the Schwab Managed Accounts platforms (Select, Access, Marketplace). Portfolios are constructed using asset‑allocation plans that typically combine mutual funds, ETFs and third‑party portfolios, with ongoing monitoring and periodic due diligence of sub‑advisers and managers. Noteworthy in the brochure is that Compass Rose operates its own wrap program (described in Appendix 1) and explicitly discloses conflicts and operational practices tied to that structure and to use of Schwab’s platform. The firm’s advisers are also dually registered as broker‑dealer representatives and licensed insurance agents (two advisers are licensed by the New York Department of Financial Services to offer life insurance), a combination of roles the brochure highlights alongside the firm’s oversight of third‑party managers.
To learn more about the advisors currently working at Compass Rose Strategic Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Waterford, CT
| 18
| |
Waterford, CT
| 34
| |
Waterford, CT
| —
| |
Waterford, CT
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")