Steven VestriCRD Number: 5049806
Current Firm: Wealthcare Advisory Partners LLC
Steven Vestri (CRD# 5049806) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Webster, NY and has over 15 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wealthcare Advisory Partners, LLC||Webster, NY||Aug 2016 - Current||5|
|Lpl Financial, LLC||Webster, NY||Jul 2016 - Current||5|
|Sdv Tax Service||Webster, NY||Jan 1999 - Current||22|
|Various Insurnce Carriers For W & R Insurance Agencies||Webster, NY||Jan 2006 - Jul 2016||10|
|Waddell & Reed, Inc.||Fairport, NY||Oct 2005 - Jul 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management2,551MILLIONS
Total Number of Accounts9,132ACCOUNTS
Average Account Value$279,299
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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