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Steven Bradley Mell

GULFSTREAM CM, LLC·SUMMIT, New Jersey
SIE, Series 7, Series 24, Series 52, Series 53, Series 63Clean recordGULFSTREAM CM, LLC
450 SPRINGFIELD AVENUE, SUITE 204, SUMMIT, NJ 07901CRD# 2272807Firm CRD# 165459

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Bradley Mell · SUMMIT, NJ
Registration
CRD #2272807 · GULFSTREAM CM, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GULFSTREAM CM, LLC
CRD 165459 · SEC 801-77699
AUM
$244M
Regulatory assets under management
Employees
8
21 client accounts
Services offered by GULFSTREAM CM, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at GULFSTREAM CM, LLC →
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04

Frequently Asked Questions

What services does Steven Bradley Mell offer?
Steven Bradley Mell specializes in Investment Management, Retirement Planning. Contact their office in SUMMIT, New Jersey for a consultation.
What are Steven Bradley Mell's credentials?
Steven Bradley Mell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Bradley Mell located?
Steven Bradley Mell is based in SUMMIT, New Jersey, working with GULFSTREAM CM, LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Steven Bradley Mell charge for services?
Steven Bradley Mell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GULFSTREAM CM, LLC?
GULFSTREAM CM, LLC has approximately 8 employees and manages $244M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ryan Keith Posner
SUMMIT, NJ
CFA
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SUMMIT, NJ
Stephen Michael Barral
SUMMIT, NJ

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