![Schuyler Winter, financial advisor Sewall's Point FL](/img/ws/profile-blank-sq.png)
Schuyler Winter (CRD# 1257502) is an Investment Advisor Representative working at Van Rensselaer Management LLC in Sewall's Point, FL and has over 39 years of experience in the finance industry. Schuyler Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Company Name | Location | Dates | Years |
---|---|---|---|
Brimberg & Company, LP | New York, NY | Jun 2008 - Current | 15 |
Van Rensselaer Management LLC | Darien, CT | Jul 2007 - Current | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1984 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2005 |
- CT
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Total Assets Under Management16MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$4,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CT
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