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Steven Jay Winick

TOPSPIN MANAGEMENT COMPANY LLC·OLD WESTBURY, New York
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96 IU WILLETS ROAD, OLD WESTBURY, NY 11568CRD# 6190169Firm CRD# 167763
01

About

Steven Jay Winick is a registered financial advisor based in OLD WESTBURY, New York, affiliated with TOPSPIN MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TOPSPIN MANAGEMENT COMPANY LLC
TOPSPIN MANAGEMENT COMPANY LLC
AUM
$203M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at TOPSPIN MANAGEMENT COMPANY LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6190169
Firm CRD# 167763
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Jay Winick offer?
Steven Jay Winick specializes in Retirement Planning. Contact their office in OLD WESTBURY, New York for a consultation.
What are Steven Jay Winick's credentials?
Steven Jay Winick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Jay Winick located?
Steven Jay Winick is based in OLD WESTBURY, New York, working with TOPSPIN MANAGEMENT COMPANY LLC. Their office serves clients in the OLD WESTBURY metropolitan area and surrounding communities.
How does Steven Jay Winick charge for services?
Steven Jay Winick'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 TOPSPIN MANAGEMENT COMPANY LLC?
TOPSPIN MANAGEMENT COMPANY LLC is a registered investment adviser with the SEC, managing $203M in regulatory assets under management. See their Form ADV for full details.
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