AdvisorOS Directory
Claim Profile
SG

Steven Edward Graff

WINTERGREEN ADVISERS, LLC·MOUNT OLIVE, New Jersey
Unclaimed Profile
500 INTERNATIONAL DRIVE, MOUNT OLIVE, NJ 07828CRD# 2832305Firm CRD# 135601
01

About

Steven Edward Graff is a registered financial advisor based in MOUNT OLIVE, New Jersey, affiliated with WINTERGREEN ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WINTERGREEN ADVISERS, LLC
WINTERGREEN ADVISERS, LLC
AUM
$6
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WINTERGREEN ADVISERS, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: ASSET BASED COMPENSATION ALLOCATED OUT OF NET PROFITS
Regulatory
SEC/IARD CRD# 2832305
Firm CRD# 135601
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MOUNT OLIVE?

Browse all registered financial advisors in MOUNT OLIVE, New Jersey or claim this profile if it's yours.

Browse MOUNT OLIVE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Steven Edward Graff offer?
Steven Edward Graff specializes in Investment Management, Retirement Planning. Contact their office in MOUNT OLIVE, New Jersey for a consultation.
What are Steven Edward Graff's credentials?
Steven Edward Graff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Edward Graff located?
Steven Edward Graff is based in MOUNT OLIVE, New Jersey, working with WINTERGREEN ADVISERS, LLC. Their office serves clients in the MOUNT OLIVE metropolitan area and surrounding communities.
How does Steven Edward Graff charge for services?
Steven Edward Graff's firm is compensated through percentage of aum, other: asset based compensation allocated out of net profits. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINTERGREEN ADVISERS, LLC?
WINTERGREEN ADVISERS, LLC has approximately 7 employees and manages $6 in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MOUNT OLIVE
Stephen Paul Liska — BLACK CORAL FINANCIAL ADVISORS, LLCRaymond William Vanhoorebeke — BLACK CORAL FINANCIAL ADVISORS, LLCSean Michael Moore — BLACK CORAL FINANCIAL ADVISORS, LLCMatthew Frank Wilk — BLACK CORAL FINANCIAL ADVISORS, LLCJoseph Michael Gallo — BLACK CORAL FINANCIAL ADVISORS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile