Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Santangelo is a financial advisor with Matriarch Wealth Management, LLC located in Miami, Florida. Stephen has been in the financial industry for over 6 years. Stephen is registered in Florida and has passed the Series 63, Series 7, and SIE exams. Stephen is also a Chartered Financial Analyst (CFA). Matriarch Wealth Management, LLC provides investment advice to individuals, high net worth individuals, charitable organizations, and corporations. They specialize in portfolio management for individuals and businesses, financial planning, and pension consulting. Matriarch Wealth Management, LLC has approximately $176,055,683 in regulatory assets under management. Stephen's previous employers include UBS Financial Services Inc., and J.P. Morgan Securities LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
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FL
07/11/2023 - Present
Matriarch Wealth Management, LLC (MIAMI FL)
NY
01/30/2019 - 06/09/2023
UBS FINANCIAL SERVICES INC. (New York NY)
NY
11/02/2017 - 01/25/2019
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 11/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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