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Stanley Bill Sattler

Belle Haven Investments, LP

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About Stanley Bill Sattler

Stanley Sattler is a registered investment advisor representative with Belle Haven Investments, LP. Stanley has over 10 years of experience in the financial services industry. Stanley has held previous roles at WTS Proprietary Trading Group LLC, Aspect Capital, and ING Financial Advisors, LLC. Stanley holds Series 6, 7, 63, 65 and SIE licenses. Stanley has a specialization in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Stanley Sattler is currently registered with Belle Haven Investments, LP. Belle Haven Investments, LP is a partnership formed in 2001 and headquartered in RYE BROOK, NY. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. With over $17.6 billion in regulatory assets under management, Belle Haven Investments manages accounts for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, insurance companies, and state or municipal government entities. The firm is registered with the SEC and in 34 states.
Belle Haven Investments, LP

800 WESTCHESTER AVENUE

RYE BROOK, NY 10573-1301

$17.67B

Assets Under Management

Not reported

Total Clients

28

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.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

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percentage of assets

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

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Stanley Sattler’s Registration & Firm History

NY

02/23/2021 - Present

Belle Haven Investments, LP (RYE BROOK NY)

NY

01/30/2012 - 06/04/2012

WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)

NJ

05/05/2010 - 09/22/2011

TRIAD ADVISORS, INC. (ISELIN NJ)

NJ

09/12/2008 - 05/05/2010

ING FINANCIAL ADVISERS, LLC (WOODBRIDGE NJ)

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Licenses & Designations

BOTH

Issued 12/21/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2017

Series 7 - General Securities Representative Examination

BC

Issued 09/10/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stanley Bill Sattler.
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