Equistar Wealth Management Inc.

Equistar Wealth Management Inc. (CRD# 151977) is a financial advisory firm headquartered in , . They manage $7,399,999 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/equistarwealth
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $127,586
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
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 Lee, financial advisor Maitland FL
Stephen T. Lee
CRD#: 4767940
Maitland, FL

Stephen Lee (CRD# 4767940) is an Investment Advisor Representative working at Equistar Wealth Management Inc. in Maitland, FL and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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