Unclaimed Profile

Stephen J Schum

BELLE HAVEN INVESTMENTS, L.P.·RYE BROOK, New York

BELLE HAVEN INVESTMENTS, L.P.

800 WESTCHESTER AVENUE, RYE BROOK, NY 10573-1301CRD# 5266807Firm CRD# 29278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen J Schum · RYE BROOK, NY

Registration

CRD #5266807 · BELLE HAVEN INVESTMENTS, L.P.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BELLE HAVEN INVESTMENTS, L.P.

AUM

$17.7B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5266807

Firm CRD# 29278

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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