Stephen J'appiah (CRD# 7450240) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarsdale, NY and has over 2 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Scarsdale, NY | Mar 2022 - Current | 2 |
| Sky Wealth Management | Bronx, NY | Jun 2020 - Mar 2022 | 1 |
| The Shade Store | Port Chester, NY | May 2018 - Apr 2020 | 1 |
| Sears Home Services | New Rochelle, NY | Feb 2017 - May 2018 | 1 |
| Cablevision | Elmsford, NY | Jun 2016 - Feb 2017 | < 1 |
| Suny Old Westbury | Old Westbury, NY | Sep 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
| S63 | Uniform Securities State Law Examination | Aug 2022 |
- NY
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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