Stephen EspositoCRD 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 9 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.
Legacy Care Wealth, LLC
Cfs Investment Advisory Services LLC
|Mutual Securities, Inc.||Camarillo, CA||Jan 2018 - Current||< 1|
|Macro Consulting Group||Parsippany, NJ||Oct 2009 - Current||8|
|Lpl Financial LLC||Parsippany, NJ||Jan 2014 - Jan 2018||4|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2010|
Total Assets Under Management336MILLIONS
Total Number of Accounts902ACCOUNTS
Average Account Value$372,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA, WA
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