Steven WolfeCRD Number: 5899682
Current Firm: Advice And Planning Services
Steven Wolfe (CRD# 5899682) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 6 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Tiaa||Cambridge, MA||Sep 2016 - Current||1|
|Tiaa-cref Individual & Institutional Services, LLC||Cambridge, MA||Sep 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Brookline, MA||Oct 2014 - Sep 2016||1|
|Bank Of America, N.a.||Brookline, MA||Oct 2014 - Sep 2016||1|
|Eaton Vance Distributors, Inc.||Boston, MA||Oct 2013 - Oct 2014||1|
|Eaton Vance Management||Boston, MA||Oct 2013 - Oct 2014||1|
|Credit Suisse Securities (usa) LLC||Boston, MA||Nov 2012 - Sep 2013||< 1|
|Fidelity Investments||Merrimack, NH||Feb 2011 - Nov 2012||1|
|Unemployed||Bow, NH||Nov 2011 - Feb 2012||< 1|
|Carousel Industries||Windsor, CT||Jun 2010 - Nov 2011||1|
|Carsey Survey Center||Durham, NH||Sep 2009 - Jun 2010||< 1|
|University Of New Hampshire||Durham, NH||Aug 2006 - May 2010||3|
|University Directories||Plymouth, NH||May 2009 - Aug 2009||< 1|
|New Hampshire Distributors||Concord, NH||May 2008 - Dec 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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