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Stephen Leo Sexeny

MADISON SQUARE INVESTORS LLC·NEW YORK, New York
MADISON SQUARE INVESTORS LLC
1180 AVENUE OF THE AMERICAS, NEW YORK, NY 10036-8401CRD# 2400108Firm CRD# 148500

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Leo Sexeny · NEW YORK, NY
Registration
CRD #2400108 · MADISON SQUARE INVESTORS LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Stephen Leo Sexeny is a registered financial advisor based in NEW YORK, New York, affiliated with MADISON SQUARE INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC
CORNERSTONE CAPITAL MANAGEMENT
AUM
$14.0B
Regulatory assets under management
Employees
49
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2400108
Firm CRD# 148500
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Leo Sexeny offer?
Stephen Leo Sexeny specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Stephen Leo Sexeny's credentials?
Stephen Leo Sexeny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Leo Sexeny located?
Stephen Leo Sexeny is based in NEW YORK, New York, working with MADISON SQUARE INVESTORS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Stephen Leo Sexeny charge for services?
Stephen Leo Sexeny'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 MADISON SQUARE INVESTORS LLC?
MADISON SQUARE INVESTORS LLC has approximately 49 employees and manages $14.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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