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Stewart Martin Oldfield

THIRD LAKE PARTNERS, LLC·TAMPA, Florida
SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 63, Series 66, Series 79TO, Series 99TOClean recordTHIRD LAKE PARTNERS, LLC
1600 E 8TH AVE, TAMPA, FL 33605CRD# 3167083Firm CRD# 299961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stewart Martin Oldfield · TAMPA, FL
Registration
CRD #3167083 · THIRD LAKE PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 9
Series 10
Series 24
Series 63
Series 66
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THIRD LAKE PARTNERS, LLC
CRD 299961 · SEC 801-115011
AUM
$3.2B
Regulatory assets under management
Employees
16
52 client accounts
Services offered by THIRD LAKE PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at THIRD LAKE PARTNERS, LLC →
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Frequently Asked Questions

What services does Stewart Martin Oldfield offer?
Stewart Martin Oldfield specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Stewart Martin Oldfield's credentials?
Stewart Martin Oldfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stewart Martin Oldfield located?
Stewart Martin Oldfield is based in TAMPA, Florida, working with THIRD LAKE PARTNERS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Stewart Martin Oldfield charge for services?
Stewart Martin Oldfield's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THIRD LAKE PARTNERS, LLC?
THIRD LAKE PARTNERS, LLC has approximately 16 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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