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Stefan A Neata

Centerview Partners LLC

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About Stefan A Neata

Stefan Neata is a registered representative with Centerview Partners LLC. Stefan has been in the industry since September 14, 2011 and holds the Series 79 and SIE licenses. Stefan is located in the New York, NY office of Centerview Partners LLC.

Firm Information

Stefan Neata is currently registered with Centerview Partners LLC. Centerview Partners LLC is a Limited Liability Company formed on February 25, 2004. The firm is registered in California and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Stefan Neata’s Registration & Firm History

NY

09/14/2011 - Present

Centerview Partners LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefan A Neata.
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