# RETIREMENT DESIGN & MANAGEMENT INC

RETIREMENT DESIGN & MANAGEMENT INC of WESTPORT, CT is an SEC-registered investment adviser.

## Registration

- CRD: 106067
- Type: SEC-registered investment adviser
- SEC file number: 801-47206
- Location: 1555 POST ROAD EAST, WESTPORT, CT, 06880
- Phone: 203-255-0222
- Latest filing: 2016-03-23
- Regulatory AUM: $599.1M
- Discretionary AUM: $598.8M
- Non-discretionary AUM: $249K
- Clients: 15
- Accounts: 988

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| PEARCE ROBERT STEDMAN | S.V.P.- COMPLIANCE & GEN. SECURITIES PRINCIPAL | — |
| WEINER MICHAEL D | PRESIDENT | — |
| BARTLETT JAMES | MANAGING DIRECTOR, FIXED INCOME AND RESEARCH; SVP, FIXED INCOME AND RESEARCH | — |
| SWEENEY STACIE ANN | MANAGING DIRECTOR - OPERATIONS | — |
| MAYPER THOMAS OWEN | EXEC. VICE PRES.& MANAGING DIRECTOR | — |
| DIMICELI ELENA ANNE | MANAGING DIRECTOR - TRADING | — |
| BODOSSIAN JILL CHRISTINE | CHIEF COMPLIANCE OFFICER | — |
| WEIDERMAN MARK | S.V.P.- RESEARCH & OPTIONS PRINCIPAL | — |
| MOOKAS STACIE ANN | MANAGING DIRECTOR - OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106067/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106067/similar
- Related entities: https://search.stillhousedata.com/firm/106067/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106067

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.