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Gregory Scott Winchell

LARKIN POINT INVESTMENT ADVISORS LLC·RUMSON, New Jersey
SIE, Series 7, Series 63Clean recordLARKIN POINT INVESTMENT ADVISORS LLC
47 WEST RIVER ROAD, RUMSON, NJ 07760CRD# 5313892Firm CRD# 165714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Scott Winchell · RUMSON, NJ
Registration
CRD #5313892 · LARKIN POINT INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LARKIN POINT INVESTMENT ADVISORS LLC
CRD 165714 · SEC 801-78636
AUM
$10M
Regulatory assets under management
Employees
8
1 client accounts
Services offered by LARKIN POINT INVESTMENT ADVISORS LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at LARKIN POINT INVESTMENT ADVISORS LLC →
Introduction

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04

Frequently Asked Questions

What services does Gregory Scott Winchell offer?
Gregory Scott Winchell specializes in Investment Management. Contact their office in RUMSON, New Jersey for a consultation.
What are Gregory Scott Winchell's credentials?
Gregory Scott Winchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Winchell located?
Gregory Scott Winchell is based in RUMSON, New Jersey, working with LARKIN POINT INVESTMENT ADVISORS LLC. Their office serves clients in the RUMSON metropolitan area and surrounding communities.
How does Gregory Scott Winchell charge for services?
Gregory Scott Winchell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LARKIN POINT INVESTMENT ADVISORS LLC?
LARKIN POINT INVESTMENT ADVISORS LLC has approximately 8 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael F Breitenbach
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