Stefan SpazekCRD Number: 5508296
Current Firm: Capital Advisors Group, Inc.
Stefan Spazek (CRD# 5508296) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 9 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Capital Advisors Group||Newton, MA||May 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2008|
Total Assets Under Management10,126MILLIONS
Total Number of Accounts204ACCOUNTS
Average Account Value$49,637,955
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, MA, NJ, PA