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Steven Lindsey Begleiter

EDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC·CHICAGO, Illinois
Clean recordEDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC
676 N. MICHIGAN AVENUE, CHICAGO, IL 60611-2846CRD# 1496451Firm CRD# 157864

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Lindsey Begleiter · CHICAGO, IL
Registration
CRD #1496451 · EDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Lindsey Begleiter is a registered financial advisor based in CHICAGO, Illinois, affiliated with EDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EDWARDS CAPITAL, LLC
FLEXPOINT FORD, LLC
AUM
$8.1B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at EDWARDS CAPITAL, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 1496451
Firm CRD# 157864
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Lindsey Begleiter offer?
Steven Lindsey Begleiter specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Steven Lindsey Begleiter's credentials?
Steven Lindsey Begleiter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Lindsey Begleiter located?
Steven Lindsey Begleiter is based in CHICAGO, Illinois, working with EDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Steven Lindsey Begleiter charge for services?
Steven Lindsey Begleiter's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC?
EDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC has approximately 61 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EDWARDS CAPITAL, LLC DBA FLEXPOINT FORD, LLC

Stephen Hadley Haworth
CHICAGO, IL
Philip Andrew Steger
CHICAGO, IL
Charles Earle Glew
CHICAGO, IL
Christopher John Ackerman
CHICAGO, IL
Ethan Abraham Budin
CHICAGO, IL
Mark Nmn Barham
CHICAGO, IL

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Research
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