Stephen McLeod, financial advisor Sarasota FL

Stephen McLeod

CRD Number: 2938758
Current Firm: Vimvest Securities, LLC

Stephen McLeod (CRD# 2938758) is an Investment Advisor Representative working at Vimvest Securities, LLC in Sarasota, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Viewtrade Securities, Inc. Sarasota, FL Jun 2020 - Current 1
Vimvest Securities, LLC Sarasota, FL Jun 2020 - Current 1
Wall Capital Group, Inc. Phoenix, AZ Feb 2018 - May 2020 2
Charles Schwab & Company, Inc. Chicaco, IL Jul 1997 - Feb 2018 20
Board Of Election Commissioners Chicago, IL Nov 2009 - Nov 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Stephen A. McLeod
Phone Number: (941) 925-2121
Firm Website: https://vimvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    2,900
    ACCOUNTS
  • Average Account Value
    $26,098
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV, WY

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