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Stuart Waldman

BAYVIEW ASSET MANAGEMENT, LLC·CORAL GABLES, Florida
Unclaimed Profile
4425 PONCE DE LEON BLVD., CORAL GABLES, FL 33146CRD# 6025247Firm CRD# 157053
01

About

Stuart Waldman is a registered financial advisor based in CORAL GABLES, Florida, affiliated with BAYVIEW ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BAYVIEW ASSET MANAGEMENT, LLC
BAYVIEW ASSET MANAGEMENT, LLC
AUM
$38.6B
Regulatory assets under management
Employees
373
Total firm employees
View all advisors at BAYVIEW ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: VARIABLE TRANSACTION, DILIGENCE, ORIGINATION, AND CLOSING FEES
Regulatory
SEC/IARD CRD# 6025247
Firm CRD# 157053
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stuart Waldman offer?
Stuart Waldman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CORAL GABLES, Florida for a consultation.
What are Stuart Waldman's credentials?
Stuart Waldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stuart Waldman located?
Stuart Waldman is based in CORAL GABLES, Florida, working with BAYVIEW ASSET MANAGEMENT, LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Stuart Waldman charge for services?
Stuart Waldman's firm is compensated through percentage of aum, performance-based fees, other: variable transaction, diligence, origination, and closing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAYVIEW ASSET MANAGEMENT, LLC?
BAYVIEW ASSET MANAGEMENT, LLC has approximately 373 employees and manages $38.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BAYVIEW ASSET MANAGEMENT, LLC

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Martin Johannes Brand
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Richard Thomas O'brien
CORAL GABLES, FL
Brett Evenson
CORAL GABLES, FL
Brian Eric Bomstein
CORAL GABLES, FL
David Eric Quint
CORAL GABLES, FL

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