AdvisorOS Directory
Claim Profile
SB

Steven Bisgay

FINTAN PARTNERS LLC·REDWOOD CITY, California
Unclaimed Profile
303 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 4424156Firm CRD# 137897
01

About

Steven Bisgay is a registered financial advisor based in REDWOOD CITY, California, affiliated with FINTAN 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
FINTAN PARTNERS LLC
FINTAN PARTNERS LLC
AUM
$11M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINTAN PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4424156
Firm CRD# 137897
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in REDWOOD CITY?

Browse all registered financial advisors in REDWOOD CITY, California or claim this profile if it's yours.

Browse REDWOOD CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Bisgay offer?
Steven Bisgay specializes in Retirement Planning. Contact their office in REDWOOD CITY, California for a consultation.
What are Steven Bisgay's credentials?
Steven Bisgay is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Bisgay located?
Steven Bisgay is based in REDWOOD CITY, California, working with FINTAN PARTNERS LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Steven Bisgay charge for services?
Steven Bisgay's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINTAN PARTNERS LLC?
FINTAN PARTNERS LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in REDWOOD CITY
Ed Cluss — SIGNIA MANAGEMENT COMPANY, LLCRichard Thompson — SIGNIA MANAGEMENT COMPANY, LLCZaw Thet — SIGNIA MANAGEMENT COMPANY, LLCAnagha Raje — SIGNIA MANAGEMENT COMPANY, LLCDiane Unwin Kelvie — HEWINS FINANCIAL ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile