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Stephen Michael Wind

CEDARVIEW CAPITAL MANAGEMENT, LP·WOODMERE, New York
Clean recordCEDARVIEW CAPITAL MANAGEMENT, LP
1067 BROADWAY, WOODMERE, NY 11598CRD# 5138148Firm CRD# 136253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Michael Wind · WOODMERE, NY
Registration
CRD #5138148 · CEDARVIEW CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Michael Wind is a registered financial advisor based in WOODMERE, New York, affiliated with CEDARVIEW CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CEDARVIEW CAPITAL MANAGEMENT, LP
CEDARVIEW CAPITAL MANAGEMENT, LP
AUM
$116M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CEDARVIEW CAPITAL MANAGEMENT, LP →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5138148
Firm CRD# 136253
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Michael Wind offer?
Stephen Michael Wind specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WOODMERE, New York for a consultation.
What are Stephen Michael Wind's credentials?
Stephen Michael Wind is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Wind located?
Stephen Michael Wind is based in WOODMERE, New York, working with CEDARVIEW CAPITAL MANAGEMENT, LP. Their office serves clients in the WOODMERE metropolitan area and surrounding communities.
How does Stephen Michael Wind charge for services?
Stephen Michael Wind'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 CEDARVIEW CAPITAL MANAGEMENT, LP?
CEDARVIEW CAPITAL MANAGEMENT, LP has approximately 6 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Burton Mn Weinstein
WOODMERE, NY

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