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Stephen Patrick Talbot

Commonfund Securities, Inc.

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About Stephen Patrick Talbot

Stephen Talbot is a financial advisor with Commonfund Securities, Inc. in Wilton, CT. Stephen has been in the financial industry since 2014 and holds the Series 63, Series 7, Series 79 and SIE licenses. Previously, Stephen worked at BB&T Securities, LLC and Scott & Stringfellow, LLC. Stephen is registered to conduct securities business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Firm Information

Stephen Talbot is currently registered with Commonfund Securities, Inc.. Commonfund Securities, Inc. is a Corporation formed in May 1997. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

32

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.

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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Stephen Talbot’s Registration & Firm History

CT

11/12/2015 - Present

Commonfund Securities, Inc. (WILTON CT)

VA

01/02/2013 - 07/19/2013

BB&T SECURITIES, LLC (RESTON VA)

VA

10/25/2011 - 01/02/2013

SCOTT & STRINGFELLOW, LLC (RESTON VA)

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Licenses & Designations

BC

Issued 04/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/24/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Patrick Talbot.
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