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Schuyler Van Rensselaer Winter

Schuyler V. Winter

VAN RENSSELAER MANAGEMENT LLC
Sewall's Point, FL
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CRD#: 1257502
Schuyler Van Rensselaer Winter

Professional summary


Schuyler Van Rensselaer Winter, CFP®, who also goes by Schuyler Van Rensselaerr Winter, is a registered financial advisor currently at VAN RENSSELAER MANAGEMENT LLC located in Sewall's Point, Florida.

Schuyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Schuyler has worked at 7 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


What are your service offerings?
Insurance Planning
Tax Planning
Estate Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases


Schuyler Van Rensselaerr Winter

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I SERVE ON SEVERAL CHARITABLE BOARDS, INCLUDING: 1) SQUADRON A ASSOCIATION and FOUNDATION, WHERE I AM ALSO TREASURER; 2) NORWALK SYMPHONY ORCHESTRA, where I am on the Finance Committee; 3) THE SAINT NICHOLAS SOCIETY OF THE CITY OF NEW YORK, where I am also on the Finance Committee

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Schuyler Van Rensselaer Winter's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2007

Experience


Current

October 15, 2007 - Present

VAN RENSSELAER MANAGEMENT LLC

RIA
CRD#: 145161
Sewall's Point, FL
Past

July 18, 2008 - May 10, 2013

BRIMBERG & CO.

BD
CRD#: 1315
NEW YORK, NY
Past

November 14, 2005 - August 1, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

November 10, 2005 - August 1, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

January 22, 2003 - July 13, 2004

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
NEW YORK, NY
Past

August 28, 2001 - January 23, 2003

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX
Past

September 25, 2000 - May 29, 2001

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

April 18, 1984 - August 25, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(10/15/2007)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/12/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 12/13/1988
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/2001
General Securities Principal Examination

Current Firm


VR
VAN RENSSELAER MANAGEMENT LLC
VAN RENSSELAER MANAGEMENT LLC

CRD#: 145161 / SEC#:

Connecticut
Registered Investment Advisory firm - (10/15/2007 Approved)
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Contact information


Main Address
Sewall's Point, FL
Mailing Address
Phone number
(203) 984-0659
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 16,000,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VAN RENSSELAER MANAGEMENT LLC

CRD#: 145161Sewall's Point, FL

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