Steven Vestri, financial advisor Webster NY

Steven Vestri

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Steven D. Vestri
Phone Number: 804.644.4711
Registered State(s):
  • AZ
  • NY
By the Numbers
  • Total Assets Under Management
    2,551
    MILLIONS
  • Total Number of Accounts
    9,132
    ACCOUNTS
  • Average Account Value
    $279,299
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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