Stephen Berube, financial advisor Rockville MD

Stephen Berube

CRD Number: 1897357
Current Firm: Echo Creek Capital, LLC

Stephen Berube (CRD# 1897357) is an Investment Advisor Representative working at Echo Creek Capital, LLC in Rockville, MD and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Echo Creek Capital, LLC Rockville, MD Jul 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Apr 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen E. Berube
Phone Number: 301-652-0724
Registered State(s):
  • MD
  • VA
Current Firm Details
Echo Creek Capital, LLC
Firm's CRD Number: 167451
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $448,276
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, VA

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