Stephen BatzellCRD Number: 2339587
Current Firm: Abacus Financial Advisors
Stephen Batzell (CRD# 2339587) is an Investment Advisor Representative working at Abacus Financial Advisors in Arlington, MA and has over 29 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Self-employed||Arlington, MA||Jan 1996 - Current||26|
|Abacus Financial Advisors||Arlington, MA||Jan 1996 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
Total Assets Under Management53MILLIONS
Total Number of Accounts44ACCOUNTS
Average Account Value$1,204,545
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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