Stephen Nitz, financial advisor Darien CT

Stephen Nitz

CRD Number: 1298437
Current Firm: Osaic Institutions, Inc.

Stephen Nitz (CRD# 1298437) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Darien, CT and has over 39 years of experience in the finance industry. Stephen Nitz 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.

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Professional Designations
Company Name Location Dates Years
Infinex Investments, Inc. Ridgefield, CT May 2007 - Current 16
Fairfield County Bank Corp Ridgefield, CT May 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Stephen P. Nitz
Phone Number: 203-599-6000
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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