Gulfstream Cm, LLC

Gulfstream Cm, LLC (CRD# 165459) is a financial advisory firm headquartered in Summit, NJ. They manage $453,726,050 in 20 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
450 Springfield Avenue, Suite 204, Summit, NJ 07901
https://www.gulfstreamcm.com/
By the Numbers
  • Total Assets Under Management
    454
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $22,686,303
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NJ, TX

Financial Advisors at Gulfstream Cm, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dewitt Alexandre, financial advisor Summit NJ
Dewitt L. Alexandre
CRD#: 811398
450 Springfield Avenue, Suite 204, Summit, NJ 07901

Dewitt Alexandre (CRD# 811398) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 42 years of experience in the finance industry.

2
Stephen Barral, financial advisor Summit NJ
Stephen M. Barral
CRD#: 1303911
450 Springfield Avenue, Suite 204, Summit, NJ 07901

Stephen Barral (CRD# 1303911) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 38 years of experience in the finance industry.

3
Andrew Sanford, financial advisor Summit NJ
Andrew B. Sanford
CRD#: 1916797
450 Springfield Avenue, Suite 204, Summit, NJ 07901

Andrew Sanford (CRD# 1916797) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 11 years of experience in the finance industry.

4
Alan Tyson, financial advisor Summit NJ
Alan L. Tyson
CRD#: 1175662
450 Springfield Avenue, Suite 204, Summit, NJ 07901

Alan Tyson (CRD# 1175662) is an Investment Advisor Representative working at Gulfstream Cm, LLC in Summit, NJ and has over 39 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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