Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Dominick Decherico is an active investment advisor representative registered with Columbia Management Investment Advisers, LLC, with offices in Boston, MA and Richmond, TX. Stephen has been in the industry since 2007 and has experience with Neuberger Berman LLC, Prudential Investment Management Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen is a Series 66, Series 7 and SIE licensed professional, offering a range of investment advisory services including asset liability management, credit analysis, and asset allocation. Stephen works primarily with high net worth individuals, investment companies, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
12/07/2015 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
NY
09/21/2011 - 12/01/2015
NEUBERGER BERMAN LLC (NEW YORK NY)
NJ
06/30/2010 - 09/21/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
01/01/2007 - 06/17/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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