Stephen Esposito, financial advisor Parsippany NJ
96 score

Stephen Esposito

CRD Number: 5568332
Current Firm: Macro Consulting Group

Stephen Esposito (CRD# 5568332) is an Investment Advisor Representative working at Macro Consulting Group in Parsippany, NJ and has over 8 years of experience in the finance industry. Stephen Esposito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Parsippany, NJ Jan 2014 - Current 2
Macro Consulting Group Parsippany, NJ Oct 2009 - Current 7
Sii Investments Parsippany, NJ Oct 2009 - Feb 2012 2
New England Financial Fairfield, NJ May 2008 - Oct 2009 1
High County Sports Livingston, NJ Sep 2005 - May 2008 2
Seton Hall University South Orange, NJ Sep 2004 - May 2008 3
Nj Nets East Rutherford, NJ Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Stephen D. Esposito
Phone Number: 973-451-9400
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    311
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $691,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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