Stephen Blumenthal (CRD# 1264632) is an Investment Advisor Representative working at Cmg Capital Management Group, Inc. in King Of Prussia, PA and has over 31 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Metric Financial LLC | Atlanta, GA | Jan 2024 - Current | < 1 |
| Cmg Capital Management Group, Inc. | King Of Prussia, PA | Apr 1994 - Current | 30 |
| Amera Securities | King Of Prussia, PA | Jun 2020 - Dec 2023 | 3 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Mar 2020 - Jun 2020 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
| S63 | Uniform Securities State Law Examination | Jul 2020 |
- PA
- TX
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Total Assets Under Management205MILLIONS
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Total Number of Accounts1,410ACCOUNTS
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Average Account Value$145,576
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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