Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maidstone Wealth Management, LLC | Cambridge, NY | Mar 2018 - Current | 6 |
| Maidstone Wealth Management LLC | Cambridge, NY | Dec 2017 - Current | 6 |
| Weatherhelm Capital Management LLC | Cambridge, NY | Dec 2015 - Dec 2017 | 2 |
| N/a | Cambridge, NY | Jul 2015 - Nov 2015 | < 1 |
| Compassionate Relief Centers Of New York, Inc. | Cambridge, NY | Sep 2014 - Aug 2015 | < 1 |
| N/a | Cambridge, NY | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
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Total Assets Under Management21MILLIONS
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Total Number of Accounts29ACCOUNTS
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Average Account Value$713,938
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
NY, TX
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