Invested Better
Unclaimed

Unclaimed

Unclaimed

Schuyler Van rensselaer Winter

VAN Rensselaer Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Schuyler? Claim Your Profile

About Schuyler Van rensselaer Winter

Schuyler Van Rensselaer Winter is a registered investment advisor representative with Van Rensselaer Management LLC. Schuyler has been in the industry since 1984. Schuyler has served as a registered representative with several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Brimberg & Co. LP. Schuyler specializes in providing financial planning, pension consulting and portfolio management services to high net worth individuals and charitable organizations. Schuyler is a Certified Financial Planner and is also a member of several charitable boards, including: Squadron A Association and Foundation, the Norwalk Symphony Orchestra, and The Saint Nicholas Society of the City of New York.

Firm Information

Schuyler Winter is currently registered with VAN Rensselaer Management LLC. VAN Rensselaer Management LLC is an investment advisor with $16,000,000 in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They also organize investment dinners and publish periodicals.

$16.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

organize investment dinners

Organize investment dinners

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Schuyler Winter’s Registration & Firm History

FL

10/15/2007 - Present

VAN Rensselaer Management LLC (SEWALL'S POINT FL)

NY

07/18/2008 - 05/10/2013

BRIMBERG & CO. (NEW YORK NY)

NY

11/10/2005 - 08/01/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

01/22/2003 - 07/13/2004

BREAN MURRAY & CO., INC. (NEW YORK NY)

TX

08/28/2001 - 01/23/2003

SANDERS MORRIS HARRIS INC. (HOUSTON TX)

NY

09/25/2000 - 05/29/2001

ABN AMRO SECURITIES LLC (NEW YORK NY)

NY

04/18/1984 - 08/25/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Schuyler Van rensselaer Winter is right for you?

Licenses & Designations

BOTH

Issued 11/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/29/2001

Series 24 - General Securities Principal Examination

BC

Issued 12/13/1988

Series 3 - National Commodity Futures Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Schuyler Van rensselaer Winter.
Not sure if Schuyler Van rensselaer Winter is right for you?