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Stephen Marion Lessing

FINBACK INVESTMENT PARTNERS, LLC·CORAL GABLES, Florida
Series 24Series 7SIELicensed in 12 states
Unclaimed Profile
1200 ANASTASIA AVENUE, CORAL GABLES, FL 33134CRD# 715556Firm CRD# 310944
01

About

Stephen Marion Lessing is a registered financial advisor based in CORAL GABLES, Florida, affiliated with FINBACK INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
FINBACK INVESTMENT PARTNERS, LLC
FINBACK INVESTMENT PARTNERS
AUM
$818M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at FINBACK INVESTMENT PARTNERS, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: BOARD, ORIGINATION, BUSINESS DEVELOPMENT AND MONITORING FEES
Regulatory
SEC/IARD CRD# 715556
Firm CRD# 310944
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Marion Lessing offer?
Stephen Marion Lessing specializes in Retirement Planning. Contact their office in CORAL GABLES, Florida for a consultation.
What are Stephen Marion Lessing's credentials?
Stephen Marion Lessing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Marion Lessing located?
Stephen Marion Lessing is based in CORAL GABLES, Florida, working with FINBACK INVESTMENT PARTNERS, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Stephen Marion Lessing charge for services?
Stephen Marion Lessing's firm is compensated through percentage of aum, performance-based fees, other: board, origination, business development and monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINBACK INVESTMENT PARTNERS, LLC?
FINBACK INVESTMENT PARTNERS, LLC has approximately 15 employees and manages $818M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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