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Stephen Wayne Edwards

AIS CAPITAL MANAGEMENT L.P.·WILTON, Connecticut
Clean recordAIS CAPITAL MANAGEMENT L.P.
187 DANBURY RD, WILTON, CT 06897-0806CRD# 5637536Firm CRD# 107971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Wayne Edwards · WILTON, CT
Registration
CRD #5637536 · AIS CAPITAL MANAGEMENT L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Wayne Edwards is a registered financial advisor based in WILTON, Connecticut, affiliated with AIS CAPITAL MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
AIS CAPITAL MANAGEMENT L.P.
AIS CAPITAL MANAGEMENT L.P.
AUM
$168M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AIS CAPITAL MANAGEMENT L.P. →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5637536
Firm CRD# 107971
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Wayne Edwards offer?
Stephen Wayne Edwards specializes in Investment Management, Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.
What are Stephen Wayne Edwards's credentials?
Stephen Wayne Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Wayne Edwards located?
Stephen Wayne Edwards is based in WILTON, Connecticut, working with AIS CAPITAL MANAGEMENT L.P.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Stephen Wayne Edwards charge for services?
Stephen Wayne Edwards'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 AIS CAPITAL MANAGEMENT L.P.?
AIS CAPITAL MANAGEMENT L.P. has approximately 3 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AIS CAPITAL MANAGEMENT L.P.

Bradley Charles Stern
WILTON, CT
Maureen Petracca
WILTON, CT
Hui John Zhang
WILTON, CT
Richard Heller
WILTON, CT
Victoria Clare Bixby
WILTON, CT
John Robert Hummel
WILTON, CT

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Research
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