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Steven Mark Curwin

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC·BETHESDA, Maryland
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7255 WOODMONT AVENUE,, BETHESDA, MD 20814CRD# 6321410Firm CRD# 285820
01

About

Steven Mark Curwin is a registered financial advisor based in BETHESDA, Maryland, affiliated with MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC
AUM
$8.2B
Regulatory assets under management
Employees
320
Total firm employees
View all advisors at MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6321410
Firm CRD# 285820
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Mark Curwin offer?
Steven Mark Curwin specializes in Retirement Planning, Fee-Only Advisory. Contact their office in BETHESDA, Maryland for a consultation.
What are Steven Mark Curwin's credentials?
Steven Mark Curwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Mark Curwin located?
Steven Mark Curwin is based in BETHESDA, Maryland, working with MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Steven Mark Curwin charge for services?
Steven Mark Curwin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC?
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC has approximately 320 employees and manages $8.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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