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Steven Charles Baum

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.·LYNBROOK, New York
Unclaimed Profile
211 BROADWAY, LYNBROOK, NY 11563CRD# 4722128Firm CRD# 126685
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About

Steven Charles Baum is a registered financial advisor based in LYNBROOK, New York, affiliated with ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
AUM
$463M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4722128
Firm CRD# 126685
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Charles Baum offer?
Steven Charles Baum specializes in Investment Management, Fee-Only Advisory. Contact their office in LYNBROOK, New York for a consultation.
What are Steven Charles Baum's credentials?
Steven Charles Baum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Charles Baum located?
Steven Charles Baum is based in LYNBROOK, New York, working with ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.. Their office serves clients in the LYNBROOK metropolitan area and surrounding communities.
How does Steven Charles Baum charge for services?
Steven Charles Baum's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.?
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. has approximately 3 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Barry Leigh Skolnick — NATIONAL FUND ADVISORY SERVICES, LLCJoel Boyarsky — ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.Neil Wesley Boyarsky — ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.James Gerard Westmacott — WESTCO ADVISORY SERVICES, INC.Barbara Diane Fulcher — WESTCO ADVISORY SERVICES, INC.
Nearby cities in New York
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