AdvisorOS Directory
Claim Profile
Unclaimed Profile
SM

Stephanie Jean Maltz

BI PARTNERS LLC·DARIEN, Connecticut
Clean recordBI PARTNERS LLC
777 POST ROAD, DARIEN, CT 06820CRD# 2283317Firm CRD# 154252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Jean Maltz · DARIEN, CT
Registration
CRD #2283317 · BI PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephanie Jean Maltz is a registered financial advisor based in DARIEN, Connecticut, affiliated with BI PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BI PARTNERS LLC
BRISTOL INVESTMENT PARTNERS LLC
AUM
$75M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BI PARTNERS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE BASED FEES
Regulatory
SEC/IARD CRD# 2283317
Firm CRD# 154252
View on FINRA BrokerCheck →

Looking for a financial advisor in DARIEN?

Browse all registered financial advisors in DARIEN, Connecticut or claim this profile if it's yours.

Browse DARIEN AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephanie Jean Maltz offer?
Stephanie Jean Maltz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DARIEN, Connecticut for a consultation.
What are Stephanie Jean Maltz's credentials?
Stephanie Jean Maltz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Jean Maltz located?
Stephanie Jean Maltz is based in DARIEN, Connecticut, working with BI PARTNERS LLC. Their office serves clients in the DARIEN metropolitan area and surrounding communities.
How does Stephanie Jean Maltz charge for services?
Stephanie Jean Maltz's firm is compensated through percentage of aum, other: performance based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BI PARTNERS LLC?
BI PARTNERS LLC has approximately 3 employees and manages $75M 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 at BI PARTNERS LLC

William James Reik
DARIEN, CT
Anna Anastasia Saras Povinelli
DARIEN, CT

More Advisors in DARIEN, Connecticut

Sturgis Paul Woodberry
OCCAM CREST MANAGEMENT LP·DARIEN, CT
Brooks Anthony Lindberg
PORTFOLIO ADVISORS LLC·DARIEN, CT
Scott David Higbee
PORTFOLIO ADVISORS LLC·DARIEN, CT
Ronald Oliver Drake
BEDMINSTER CAPITAL MANAGEMENT LLC·DARIEN, CT
Christopher Paul Kirchen
BRAND EQUITY ADVISORS, INC.·DARIEN, CT
Claire Kramer
BOURGEON CAPITAL MANAGEMENT LLC·DARIEN, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)FARMINGTON (67)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile