Stephen
Belasco
Staines Financial, LLC
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About this Advisor
Stephen Belasco is a financial advisor based in Roseville, California, working with Staines Financial, LLC. Stephen has previously held positions at Northwestern Mutual, Jacob Lafond, Springer Financial Advisors, Banwest Investment Services, Hanna Insurance + Financial Solutions, Northwestern Mutual Wealth Management Company, and Staines Financial, LLC. Stephen has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Stephen is part of Staines Financial, LLC, which operates out of Roseville, California. The firm has 4 employees and manages assets totaling $181.9 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Staines Financial, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Staines Financial, LLC Brokerage Details
$181,880,836
4
359
$506,632
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Stephen Belasco Work History
Staines Financial, LLC
Staines Financial, LLC
Jacob Lafond
Northwestern Mutual
Northwestern Mutual Wealth Management Company
Springer Financial Advisors
Banwest Investment Services
Hanna Insurance + Financial Solutions
Disclosures
Please visit the SEC profile of Stephen Belasco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Staines Financial, LLC
Roseville, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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