Stephane Bouvel, financial advisor Phoenixville PA

Stephane Bouvel

CRD Number: 4739811
Current Firm: Bouvel Investment Partners, LLC

Stephane Bouvel (CRD# 4739811) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Bouvel Investment Partners, LLC Phoenixville, PA Apr 2002 - Current 21
Purshe Kaplan Sterling Investments Albany, NY Oct 2011 - Nov 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for Stephane E. Bouvel
Phone Number: 610-933-3300
Firm Website: http://www.bouvel.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    268
    MILLIONS
  • Total Number of Accounts
    725
    ACCOUNTS
  • Average Account Value
    $369,521
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

CA, FL, IN, ME, NC, NH, NJ, NY, PA, TX, VA

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