Stephen Colantuono (CRD# 860340) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Sudbury, MA and has over 39 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Sudbury, MA | Nov 2019 - Current | 4 |
| Securities America Advisors | Sudbury, MA | Nov 2019 - Current | 4 |
| Lpl Financial LLC | Waltham, MA | Oct 2016 - Nov 2019 | 3 |
| Integrated Wealth Concepts LLC | Waltham, MA | Oct 2016 - Oct 2019 | 3 |
| Voya Financial Advisors | Sudbury, MA | Sep 2014 - Oct 2016 | 2 |
| Wayside Financial Partners, LLC | Sudbury, MA | Sep 2012 - Oct 2016 | 4 |
| Ing Financial Partners, Inc. | Sudbury, MA | Jan 2004 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1984 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- MA
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- 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)
- Educational seminars/workshops
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