Dockside Wealth Advisors, LLC
Dockside Wealth Advisors, LLC (CRD# 136724) is a financial advisory firm headquartered in , . They manage $31,600,000 in 129 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management32MILLION
Total Number of Accounts129ACCOUNTS
Average Account Value$244,961
- 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
Stephen Lupkas (CRD# 2628820) is an Investment Advisor Representative working at Dockside Wealth Advisors, LLC in Shelton, CT and has over 21 years of experience in the finance industry. Stephen Lupkas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.