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Stephen Lynn Huntzinger Jr

DUNHAM LANE CAPITAL PARTNERS LLC·SCARSDALE, New York
SIE, Series 7, Series 63, Series 65Clean record10 years registeredDUNHAM LANE CAPITAL PARTNERS LLC
2 OVERHILL RD, SCARSDALE, NY 10583CRD# 4975754Firm CRD# 283276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Lynn Huntzinger Jr · SCARSDALE, NY
Registration
CRD #4975754 · DUNHAM LANE CAPITAL PARTNERS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

DUNHAM LANE CAPITAL PARTNERS LLC
May 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · May 2, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DUNHAM LANE CAPITAL PARTNERS LLC
CRD 283276 · SEC 801-117455
AUM
$98M
Regulatory assets under management
Employees
2
219 client accounts
Services offered by DUNHAM LANE CAPITAL PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DUNHAM LANE CAPITAL PARTNERS LLC →
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05

Frequently Asked Questions

What services does Stephen Lynn Huntzinger Jr offer?
Stephen Lynn Huntzinger Jr specializes in Investment Management. Contact their office in SCARSDALE, New York for a consultation.
What are Stephen Lynn Huntzinger Jr's credentials?
Stephen Lynn Huntzinger Jr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Lynn Huntzinger Jr located?
Stephen Lynn Huntzinger Jr is based in SCARSDALE, New York, working with DUNHAM LANE CAPITAL PARTNERS LLC. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.
How does Stephen Lynn Huntzinger Jr charge for services?
Stephen Lynn Huntzinger Jr'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 DUNHAM LANE CAPITAL PARTNERS LLC?
DUNHAM LANE CAPITAL PARTNERS LLC has approximately 2 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony Louis Olivieri
SCARSDALE, NY

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