Stephan Meier, financial advisor Holbrook NY
93 score

Stephan Meier

CRD Number: 5481846
Current Firm: American Portfolios Advisors, Inc.

Stephan Meier (CRD# 5481846) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
American Portfolios Financial Services, Inc. Holbrook, NY Dec 2010 - Current 6
Axa Advisors, LLC New York, NY Feb 2008 - Dec 2010 2
Unemployed Rochester, NY Dec 2007 - Jan 2008 < 1
Kodak Rochester, NY Apr 1985 - Dec 2007 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Stephan P. Meier
Phone Number: 631-439-4600 X127
Registered State(s):
  • AL
  • VA
  • FL
By the Numbers
  • Total Assets Under Management
    2,864
    MILLIONS
  • Total Number of Accounts
    14,826
    ACCOUNTS
  • Average Account Value
    $193,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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