Laurie StefanowiczCRD Number: 5595017
Current Firm: Catamount Wealth Management
Compensation Model: Fee Only
Laurie Stefanowicz (CRD# 5595017) is an Investment Advisor Representative working at Catamount Wealth Management in Westport, CT and has over 8 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Abbondandolo Wealth Management Corp
|Catamount Management Group LLC||Westport, CT||Apr 2008 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management204MILLIONS
Total Number of Accounts539ACCOUNTS
Average Account Value$379,257
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops