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Stephen Edmond Berube

Echo Creek Capital, LLC

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About Stephen Edmond Berube

Stephen Edmond Berube is a registered investment advisor representative with Echo Creek Capital, LLC. Stephen has over 30 years of experience in the financial services industry. Stephen provides investment advice to both individuals and high-net-worth individuals. Stephen was previously registered with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Stephen is licensed to provide investment advice in Maryland and Virginia.

Firm Information

Stephen Berube is currently registered with Echo Creek Capital, LLC. Echo Creek Capital, LLC is a registered investment adviser based in Maine. The firm manages approximately $22 million in assets for 55 clients, including high-net-worth individuals and other individuals. The firm provides portfolio management for individuals.

$22.00M

Assets Under Management

Not reported

Total Clients

1

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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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stephen Berube’s Registration & Firm History

MD

09/12/2014 - Present

Echo Creek Capital, LLC (ROCKVILLE MD)

MD

09/25/1998 - 07/22/2013

UBS FINANCIAL SERVICES INC. (BETHESDA MD)

NY

12/20/1988 - 10/05/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/01/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Edmond Berube.
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