Wbg Advisors LLC

Wbg Advisors LLC (CRD# 151161) is a financial advisory firm headquartered in , . They manage $101,837,514 in 1 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $101,837,514
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Wbg Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Parmelee, financial advisor Westport CT
Steven E. Parmelee
CRD#: 1069437
Westport, CT

Steven Parmelee (CRD# 1069437) is an Investment Advisor Representative working at Wbg Advisors LLC in Westport, CT 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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