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William Charles Stefko

H/2 CREDIT MANAGER LP·STAMFORD, Connecticut
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680 WASHINGTON BOULEVARD, STAMFORD, CT 06901-3700CRD# 2503643Firm CRD# 133693
01

About

William Charles Stefko is a registered financial advisor based in STAMFORD, Connecticut, affiliated with H/2 CREDIT MANAGER LP. 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
H/2 CREDIT MANAGER LP
H/2 CAPITAL PARTNERS
AUM
$5.7B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at H/2 CREDIT MANAGER LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2503643
Firm CRD# 133693
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Charles Stefko offer?
William Charles Stefko specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are William Charles Stefko's credentials?
William Charles Stefko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Charles Stefko located?
William Charles Stefko is based in STAMFORD, Connecticut, working with H/2 CREDIT MANAGER LP. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does William Charles Stefko charge for services?
William Charles Stefko'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 H/2 CREDIT MANAGER LP?
H/2 CREDIT MANAGER LP has approximately 25 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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