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Stephen John Vettorel

First Down Financial

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About Stephen John Vettorel

Stephen Vettorel is an investment advisor representative currently registered with First Down Financial. Stephen has over 25 years of experience in the industry. Stephen's previous employers include Fidelity Brokerage Services LLC, Thomas James Associates, Inc. and Hibbard Brown & Co., Inc. Stephen is currently registered with the state of Florida as an Investment Advisor Representative. Stephen holds the Series 7, 63 and 65 licenses. Stephen specializes in providing financial planning services, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Stephen Vettorel is currently registered with First Down Financial. First Down Financial is a financial advisory firm with approximately $56.5 million in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. The firm's primary client base consists of high-net-worth individuals.

$56.50M

Assets Under Management

52

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Stephen Vettorel’s Registration & Firm History

FL

01/01/2025 - Present

First Down Financial (Oviedo FL)

RI

07/31/1996 - 01/08/2002

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

09/29/1994 - 11/03/1994

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NY

03/12/1993 - 09/15/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/25/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/10/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen John Vettorel.
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