Stephen Waite (CRD# 6045241) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Morrisonville, NY and has over 7 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Morrisonville, NY | Nov 2022 - Current | 1 |
| Cantella & Company, Inc. | Boston, MA | Feb 2016 - Nov 2022 | 6 |
| Adirondack Wealth Management, LLC | Plattsburgh, NY | Nov 2015 - Feb 2016 | < 1 |
| Raymond James Financial Services Advisors Inc. | Plattsburgh, NY | Jun 2015 - Feb 2016 | < 1 |
| Raymond James Financial Services, Inc. | Plattsburgh, NY | May 2015 - Feb 2016 | < 1 |
| Investacorp Inc. | Miami, FL | Oct 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
- NY
-
Total Assets Under Management7,343MILLIONS
-
Total Number of Accounts24,276ACCOUNTS
-
Average Account Value$302,488
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
- Other
AK, 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.