Stephen
Garvin
Sandhill Investment Management
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About this Advisor
Stephen Garvin is a financial advisor who works in Buffalo, New York with a total of 2 years of relevant experience. Garvin is an advisor for Sandhill Investment Management. They have been with Sandhill Investment Management for all of their career. Garvin maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Minnesota, New York and Texas. Sandhill Investment Management is an advisory firm that has its headquarters in Buffalo, NY. The firm has a total of 23 people on staff. It administers $2 billion in assets under management between its 3,216 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 3,216 accounts, just 13% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a few services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on the services offered. However, fee types billed by Sandhill Investment Management can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sandhill Investment Management Brokerage Details
$1,822,486,701
23
3,216
$566,694
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Stephen Garvin Work History
Stephen has been registered as a financial advisor for 2 years.*
Sandhill Investment Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Garvin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandhill Investment Management
Buffalo, NY
Buffalo, NY
Buffalo, NY
Litchfield, CT
Buffalo, NY
Buffalo, NY
Buffalo, NY
Buffalo, NY
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