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Steven Bisgay

FINTAN PARTNERS LLC·REDWOOD CITY, California
SIE, Series 27, Series 99TOClean recordFINTAN PARTNERS LLC
303 TWIN DOLPHIN DRIVE, REDWOOD CITY, CA 94065CRD# 4424156Firm CRD# 137897

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Bisgay · REDWOOD CITY, CA
Registration
CRD #4424156 · FINTAN PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FINTAN PARTNERS LLC
CRD 137897 · SEC 801-65032
AUM
$11M
Regulatory assets under management
Employees
1
3 client accounts
Services offered by FINTAN PARTNERS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at FINTAN PARTNERS LLC →
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04

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.
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