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Steven Jay Sherwood

CWS CAPITAL PARTNERS LLC·NEWPORT BEACH, California
Unclaimed Profile
14 CORPORATE PLAZA, NEWPORT BEACH, CA 92660CRD# 1901510Firm CRD# 166871
01

About

Steven Jay Sherwood is a registered financial advisor based in NEWPORT BEACH, California, affiliated with CWS CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CWS CAPITAL PARTNERS LLC
CWS CAPITAL PARTNERS LLC
AUM
$336M
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at CWS CAPITAL PARTNERS LLC →
Services
Pension consulting
Other
04

Background

Compensation
Performance-based fees
Other: REIMBURSED EXPENSES; ASSET MGMT FEE
Regulatory
SEC/IARD CRD# 1901510
Firm CRD# 166871
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Jay Sherwood offer?
Steven Jay Sherwood specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.
What are Steven Jay Sherwood's credentials?
Steven Jay Sherwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Jay Sherwood located?
Steven Jay Sherwood is based in NEWPORT BEACH, California, working with CWS CAPITAL PARTNERS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Steven Jay Sherwood charge for services?
Steven Jay Sherwood's firm is compensated through performance-based fees, other: reimbursed expenses; asset mgmt fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWS CAPITAL PARTNERS LLC?
CWS CAPITAL PARTNERS LLC has approximately 51 employees and manages $336M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CWS CAPITAL PARTNERS LLC

Gary Charles Carmell
NEWPORT BEACH, CA
Joseph Huling Sherwood
NEWPORT BEACH, CA
Justin Patrick Leahy
NEWPORT BEACH, CA
Mark Ryan Ruggles
NEWPORT BEACH, CA
Michael Elmer Engels
NEWPORT BEACH, CA
Michael James Brittingham
NEWPORT BEACH, CA

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Research
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