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Steven Michael Friedman

EOS MANAGEMENT, L.P.·NEW YORK, New York
Clean recordEOS MANAGEMENT, L.P.
880 THIRD AVENUE, NEW YORK, NY 10022CRD# 1483489Firm CRD# 158090

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Michael Friedman · NEW YORK, NY
Registration
CRD #1483489 · EOS MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Michael Friedman is a registered financial advisor based in NEW YORK, New York, affiliated with EOS MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EOS MANAGEMENT, L.P.
EOS MANAGEMENT, L.P.
AUM
$1.5B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at EOS MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1483489
Firm CRD# 158090
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Michael Friedman offer?
Steven Michael Friedman specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Steven Michael Friedman's credentials?
Steven Michael Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Friedman located?
Steven Michael Friedman is based in NEW YORK, New York, working with EOS MANAGEMENT, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Steven Michael Friedman charge for services?
Steven Michael Friedman'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 EOS MANAGEMENT, L.P.?
EOS MANAGEMENT, L.P. has approximately 21 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EOS MANAGEMENT, L.P.

Evan Roy Steen
NEW YORK, NY
Beth Levine Bernstein
NEW YORK, NY
Brian Delisser Young
NEW YORK, NY

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