Stephen ConteCRD Number: 4617318
Current Firm: Vision Investment Advisors, LLC
Stephen Conte (CRD# 4617318) is an Investment Advisor Representative working at Vision Investment Advisors, LLC in Huntington, NY and has over 13 years of experience in the finance industry.
Altium Wealth Management LLC
Scholtz & Co
Axa Advisors, LLC
|High Ridge Futures LLC||Huntington, NY||Nov 2014 - Current||1|
|Vision Investment Advisors LLC||Huntington, NY||Mar 2011 - Current||5|
|Vision Brokerage Services||Huntington, NY||Jan 2011 - Current||5|
|Vision Financial Markets LLC||Huntington, NY||Jan 2014 - Mar 2015||1|
|Park Avenue Asset Management||New York, NY||Dec 2010 - Dec 2013||3|
|Bh Aircraft||Ronkonkoma, NY||Aug 2010 - Dec 2010||< 1|
|Unemployed||Huntington, NY||Feb 2010 - Jul 2010||< 1|
|Emerald Asset Advisor||Melville, NY||Aug 2009 - Jan 2010||< 1|
|American Portfolios||Rockville Centre, NY||May 2009 - Jul 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Forest Hills, NY||May 2006 - May 2009||3|
|Bank Of Ny||Hunington, NY||Sep 2004 - May 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management61MILLIONS
Total Number of Accounts111ACCOUNTS
Average Account Value$551,212
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, IL, LA, MA, MD, MI, ND, NE, NH, NJ, NV, NY, OR, SD, TN, TX
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