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Stephane Eric Bouvel

Bouvel Investment Partners, LLC

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About Stephane Eric Bouvel

Stephane Bouvel is a financial advisor registered with Bouvel Investment Partners, LLC. Stephane has been in the financial services industry since 2002. Stephane has a Series 7, Series 63, and Series 65 license. Stephane has experience providing financial planning and portfolio management services to both individuals and businesses. Stephane's firm manages approximately $267 million in assets and specializes in serving the needs of high-net-worth individuals.

Firm Information

Stephane Bouvel is currently registered with Bouvel Investment Partners, LLC. Bouvel Investment Partners, LLC is a registered investment adviser located in PHOENIXVILLE, PA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Bouvel Investment Partners, LLC manages approximately $267,902,505 in regulatory assets under management.
Bouvel Investment Partners, LLC

1220 VALLEY FORGE ROAD

PHOENIXVILLE, PA 19460

$267.90M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephane Bouvel’s Registration & Firm History

PA

10/23/2015 - Present

Bouvel Investment Partners, LLC (PHOENIXVILLE PA)

PA

10/03/2011 - 11/30/2020

PURSHE KAPLAN STERLING INVESTMENTS (PHOENIXVILLE PA)

PA

03/24/2004 - 10/28/2011

ROYAL ALLIANCE ASSOCIATES, INC. (ALLENTOWN PA)

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Licenses & Designations

IA

Issued 12/07/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephane Eric Bouvel.
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