Steven E. Winter
Professional summary
Steven Eugene Winter, who also goes by Steven Winter, is a registered financial advisor currently at EDGEWATER ASSET MANAGEMENT located in Virginia Beach, Virginia.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Steven has worked at 2 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Eugene Winter's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2003 - Present
EDGEWATER ASSET MANAGEMENT
Office #1: 5244 Shenstone Circle Suite 200, Virginia Beach, VA 23455June 25, 1986 - July 18, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2003)
Exams
Current Firm
EDGEWATER ASSET MANAGEMENT
CRD#: 116948 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 38,398,154 |
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.
