Equistar Wealth Management Inc.

Equistar Wealth Management Inc. (CRD# 151977) is a financial advisory firm headquartered in , . They manage $5,500,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $78,571
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Equistar Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Stephen T. Lee
CRD#: 4767940
451 Maitland Ave, Altamonte Springs, FL 32701
96
Wealthminder
score

Stephen Lee (CRD# 4767940) is an Investment Advisor Representative working at Equistar Wealth Management Inc. in Altamonte Springs, 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.