Equistar Wealth Management Inc.
Equistar Wealth Management Inc. (CRD# 151977) is a financial advisory firm headquartered in , . They manage $5,700,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$76,000
- 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
- Selection of other advisers (including private fund managers)
Stephen Lee (CRD# 4767940) is an Investment Advisor Representative working at Equistar Wealth Management Inc. in Maitland, FL and has over 13 years of experience in the finance industry. Stephen Lee 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.