Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Organize investment dinners
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
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