Stephen Memery
CRD Number: 2899787Current Firm: Iconic Wealth Management
Compensation Model: Fee Only
Stephen Memery (CRD# 2899787) is an Investment Advisor Representative working at Ov Capital in Alexandria, VA and has over 19 years of experience in the finance industry.
A founding partner of OV Capital and our Chief Investment Officer, Steve Memery holds the designation of Chartered Portfolio Manager™ as well as Chartered Market Analyst™ from the American Academy of Financial Management (AAFM). Prior to forming OV Capital Steve was affiliated with some of the most recognizable names in the investment industry, where he managed portfolios of regional and national accounts.
Steve studied at Virginia Tech’s top ranked college of Architecture + Design before gravitating to the world of finance and investing, and graduating from the R.B. Pamplin College of Business.
Steve is a past contributing columnist for The Zebra, a local newspaper with a distribution of 26,000 throughout Northern, Virginia. As the former Host of Money@Work heard weekly on AM1260 The Answer, Steve was nominated as a finalist for the Talkers/Lone Beacon Media Financial Broadcast Awards. Steve currently resides in Old Town, Alexandria.
CRD# 4092356
David Wealth Management, LLC
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Equitable Advisors, LLC
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Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iconic Wealth Management LLC | Alexandria, VA | Feb 2017 - Current | 7 |
| Omnia Vincet Capital Management, LLP | Vienna, VA | Aug 2008 - Mar 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1997 |
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Total Assets Under Management16MILLIONS
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Total Number of Accounts53ACCOUNTS
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Average Account Value$306,368
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
VA
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