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Stuart Michael Barkoff

GEF CAPITAL PARTNERS, LLC·BETHESDA, Maryland
Clean recordGEF CAPITAL PARTNERS, LLC
4800 MONTGOMERY LANE, BETHESDA, MD 20814CRD# 6047978Firm CRD# 293329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stuart Michael Barkoff · BETHESDA, MD
Registration
CRD #6047978 · GEF CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stuart Michael Barkoff is a registered financial advisor based in BETHESDA, Maryland, affiliated with GEF CAPITAL PARTNERS, 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
GEF CAPITAL PARTNERS, LLC
GEF CAPITAL PARTNERS
AUM
$1.5B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at GEF CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: NEGOTIATED ANNUAL FEES, PORTFOLIO MONITORING FEES
Regulatory
SEC/IARD CRD# 6047978
Firm CRD# 293329
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stuart Michael Barkoff offer?
Stuart Michael Barkoff specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Stuart Michael Barkoff's credentials?
Stuart Michael Barkoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stuart Michael Barkoff located?
Stuart Michael Barkoff is based in BETHESDA, Maryland, working with GEF CAPITAL PARTNERS, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Stuart Michael Barkoff charge for services?
Stuart Michael Barkoff's firm is compensated through percentage of aum, performance-based fees, other: negotiated annual fees, portfolio monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GEF CAPITAL PARTNERS, LLC?
GEF CAPITAL PARTNERS, LLC has approximately 40 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GEF CAPITAL PARTNERS, LLC

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Alexandre Alvim
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Anibal Wadih
BETHESDA, MD
Daniel Prawda
BETHESDA, MD
Rajesh Pai
BETHESDA, MD
Sridhar Narayan
BETHESDA, MD

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Research
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