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Stephen J Schum

BELLE HAVEN INVESTMENTS, L.P.·RYE BROOK, New York
Unclaimed Profile
800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1301CRD# 5266807Firm CRD# 29278
01

About

Stephen J Schum is a registered financial advisor based in RYE BROOK, New York, affiliated with BELLE HAVEN INVESTMENTS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BELLE HAVEN INVESTMENTS, L.P.
BELLE HAVEN INVESTMENTS, L.P.
AUM
$17.7B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at BELLE HAVEN INVESTMENTS, L.P. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5266807
Firm CRD# 29278
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen J Schum offer?
Stephen J Schum specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in RYE BROOK, New York for a consultation.
What are Stephen J Schum's credentials?
Stephen J Schum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen J Schum located?
Stephen J Schum is based in RYE BROOK, New York, working with BELLE HAVEN INVESTMENTS, L.P.. Their office serves clients in the RYE BROOK metropolitan area and surrounding communities.
How does Stephen J Schum charge for services?
Stephen J Schum'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 BELLE HAVEN INVESTMENTS, L.P.?
BELLE HAVEN INVESTMENTS, L.P. has approximately 47 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BELLE HAVEN INVESTMENTS, L.P.

Michael Dominick Menna
RYE BROOK, NY
Joseph Matthew Dalton
RYE BROOK, NY
Laura Jean Chapman
RYE BROOK, NY
Melissa Ann Chaffee
RYE BROOK, NY

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