Stephen Senteio, financial advisor Middletown RI
90 score

Stephen Senteio

CRD Number: 6018677
Current Firm: Edward Jones

Stephen Senteio (CRD# 6018677) is an Investment Advisor Representative working at Edward Jones in Middletown, RI and has over 4 years of experience in the finance industry.

Similar Advisors
Ronald Kent, financial advisor Middletown RI
Ronald W. Kent
CRD# 728447
Spinnaker Asset Management Inc.
Score
103
Similar Advisors
Rick Campbell, financial advisor Middletown RI
Rick W. Campbell
CRD# 4566472
Financial Independence, LLC
Score
103
Similar Advisors
John Ginsbury, financial advisor Middletown RI
John Ginsbury
CRD# 5814640
Oppenheimer & Company Inc.
Score
100
Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2012 - Current 4
U.s. Navy Newport, RI Aug 2008 - Jan 2012 3
U.s. Navy Washington, DC Feb 2007 - Aug 2008 1
U.s. Navy Newport, RI Aug 2002 - Feb 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Stephen M. Senteio
Phone Number: 314-515-2000
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.