Stephen Batzell, financial advisor Arlington MA

Stephen Batzell

CRD 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.

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Origin Financial
Company Name Location Dates Years
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
Contact Info for Stephen W. Batzell
Phone Number: (508) 620-9888
Registered State(s):
  • MA
Current Firm Details
Abacus Financial Advisors
Firm's CRD Number: 130616
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $1,204,545
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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