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Nicholas Andrew Stephens

EDGEWOOD MANAGEMENT LLC·GREENWICH, Connecticut
Series 24Clean record13 years registeredEDGEWOOD MANAGEMENT LLC
600 STEAMBOAT ROAD, GREENWICH, CT 06830-7181CRD# 1574180Firm CRD# 106647

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicholas Andrew Stephens · GREENWICH, CT
Registration
CRD #1574180 · EDGEWOOD MANAGEMENT LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

EDGEWOOD MANAGEMENT LLC
Feb 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 24
Registration record
First registered · February 15, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EDGEWOOD MANAGEMENT LLC
CRD 106647 · SEC 801-9970
AUM
$35.7B
Regulatory assets under management
Employees
40
1,480 client accounts
Services offered by EDGEWOOD MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at EDGEWOOD MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Nicholas Andrew Stephens offer?
Nicholas Andrew Stephens specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Nicholas Andrew Stephens's credentials?
Nicholas Andrew Stephens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Andrew Stephens located?
Nicholas Andrew Stephens is based in GREENWICH, Connecticut, working with EDGEWOOD MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Nicholas Andrew Stephens charge for services?
Nicholas Andrew Stephens'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 EDGEWOOD MANAGEMENT LLC?
EDGEWOOD MANAGEMENT LLC has approximately 40 employees and manages $35.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EDGEWOOD MANAGEMENT LLC

Peter Howard Jennison
GREENWICH, CT
Scott Douglas Edwardson
GREENWICH, CT

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