Unclaimed Profile

Jeffrey Charles Huebner

POINTE CAPITAL MANAGEMENT LLC·GROSSE POINTE FARMS, Michigan

Series 7, Series 31, Series 63, Series 66Clean record18 years registeredPOINTE CAPITAL MANAGEMENT LLC

102 KERCHEVAL AVENUE, GROSSE POINTE FARMS, MI 48236CRD# 2894119Firm CRD# 152520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Charles Huebner · GROSSE POINTE FARMS, MI

Registration

CRD #2894119 · POINTE CAPITAL MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

POINTE CAPITAL MANAGEMENT LLC

Jun 2011 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2011

NEW YORK, NY

MORGAN STANLEY & CO. INCORPORATED

Oct 2007 – Jun 2009

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · October 1, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POINTE CAPITAL MANAGEMENT LLC

CRD 152520 · SEC 801-70983

AUM

$388M

Regulatory assets under management

Employees

434 client accounts

Services offered by POINTE CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at POINTE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Charles Huebner offer?

Jeffrey Charles Huebner specializes in Investment Management, Wealth Management. Contact their office in GROSSE POINTE FARMS, Michigan for a consultation.

What are Jeffrey Charles Huebner's credentials?

Jeffrey Charles Huebner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Charles Huebner located?

Jeffrey Charles Huebner is based in GROSSE POINTE FARMS, Michigan, working with POINTE CAPITAL MANAGEMENT LLC. Their office serves clients in the GROSSE POINTE FARMS metropolitan area and surrounding communities.

How does Jeffrey Charles Huebner charge for services?

Jeffrey Charles Huebner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POINTE CAPITAL MANAGEMENT LLC?

POINTE CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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