Jeffrey Fine (CRD# 4165750) is an Investment Advisor Representative working at Star Capital Inc. in Boca Raton, FL and has over 23 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Star Capital Inc. | Boca Raton, FL | Jun 2022 - Current | 1 |
| Blue Lobster Strategic Partners | Boca Raton, FL | Jan 2021 - Current | 3 |
| Fine Wealth Management | Boca Raton, FL | Nov 2013 - Current | 10 |
| Strategic Asset Management LLC | Boca Raton, FL | Mar 2021 - Jun 2022 | 1 |
| Star Capital Inc. | Boca Raton, FL | Oct 2018 - Dec 2020 | 2 |
| Independent Solutions Wealth Management LLC | Williamsville, NY | Oct 2016 - Oct 2018 | 2 |
| Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Jul 2016 - Oct 2018 | 2 |
| Blackridge Asset Management, LLC | Williamsville, NY | Jul 2016 - Oct 2016 | < 1 |
| Voya Financial Advisors | Williamsville, NY | Sep 2014 - Jul 2016 | 1 |
| Ing Financial Partners, Inc. | Williamsville, NY | Nov 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- FL
- NJ
- NY
- TX
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts1,549ACCOUNTS
-
Average Account Value$87,901
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, FL, IA, IL, LA, MN, NE, NJ, NY, TX, WI
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