Stephen Baumeister, financial advisor Croton-on-hudson NY

Stephen Baumeister

CRD Number: 2093408
Current Firm: Advice And Planning Services

Stephen Baumeister (CRD# 2093408) is an Investment Advisor Representative working at Advice And Planning Services in Croton-on-hudson, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Croton-on-hudson, NY Aug 1990 - Current 33
Tiaa-cref Individual & Institutional Services, LLC Croton-on-hudson, NY Aug 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Stephen Baumeister
Phone Number: 212-490-9000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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