Stephen Daige (CRD# 6016494) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Smithtown, NY and has over 5 years of experience in the finance industry.
CRD# 4702122
American Portfolios Advisors, Inc.
Score
107
CRD# 2915697
Abbondandolo Wealth Management Corp
Score
103
CRD# 6094661
Ubs Financial Services Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Holbrook, NY | Sep 2017 - Current | < 1 |
| Bank Of America, N.a. | Huntington Station, NY | Dec 2013 - Sep 2017 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Huntington Station, NY | Nov 2013 - Sep 2017 | 3 |
| Unemployed | Bay Shore, NY | Jun 2013 - Nov 2013 | < 1 |
| Wells Fargo Advisors, LLC | Southampton, NY | Nov 2012 - Jun 2013 | < 1 |
| Unemployed | Bohemia, NY | Sep 2012 - Nov 2012 | < 1 |
| S.h. Restaurant Group D.b.a. Nobu | Southampton, NY | May 2012 - Sep 2012 | < 1 |
| Laidlaw & Company, Ltd | Melville, NY | Jan 2012 - May 2012 | < 1 |
| Suny Farmingdale | Farmingdale, NY | Aug 2005 - May 2012 | 6 |
| Montauk Ventures LLC | Montauk, NY | Jul 2011 - Oct 2011 | < 1 |
| Inlet Seafood Restaurant | Montauk, NY | May 2010 - Sep 2011 | 1 |
| Gosman's Dock Restaurant | Montauk, NY | Jul 2009 - Sep 2009 | < 1 |
| Montauk Yacht Club | Montauk, NY | Jun 2008 - Jul 2009 | 1 |
| Inlet Seafood Restaurant | Montauk, NY | Jun 2006 - Jun 2008 | 2 |
| Apple Bank | New York, NY | Feb 2008 - Apr 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- NJ
- TX
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Total Assets Under Management81,562MILLIONS
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Total Number of Accounts376,424ACCOUNTS
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Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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