Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Bick is a financial advisor registered with Cottingham Management Company, LLC. Stephen has been in the financial industry since 1990 and holds Series 3, 6 and 63 licenses. Stephen is a Chartered Financial Analyst (CFA) and specializes in portfolio management for pooled investment vehicles. Stephen is also a general partner and manager of Ubuntu Income and Private Equity Fund GP, LLC and has a number of other business interests including Majella Assisted Living and The Hawaii Fudge Company.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/01/2025 - Present
Cottingham Management Company, LLC (Carlsbad CA)
NA
05/18/1990 - 11/08/1990
FIRST INVESTORS CORPORATION
BC
Issued 06/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1990
Series 3 - National Commodity Futures Examination
BC
Issued 05/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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