Stephen
Fisher

Money Concepts Capital Corp

CRD#2512102
Investment Advisor
in Glenwood Springs, CO

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About this Advisor

Stephen Fisher is a certified financial planner working out of Glenwood Springs, Colorado who has 24 years of industry experience. Fisher is currently employed by Money Concepts Capital Corp. Their career trajectory has included roles at Money Concepts Capital Corp and New Concept Marketing Inc. Fisher holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Money Concepts Capital Corp is a firm based out of Palm Beach Gardens, FL. The firm has offices in 24 locations and a total of 429 employees. It administers $3 billion in assets among its 14,957 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advisory services to 41 charitable organizations. Of its 14,957 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial management fees typically are based on which services the firm provides the client. Fees charged by Money Concepts Capital Corp likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Glenwood Springs, CO

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Money Concepts Capital Corp Brokerage Details

Total Assets Under Management

$2,644,047,829

CO Average: $1,855,561,029
Total Number of Employees

429

CO Average: 62
Total Number of Accounts

14,957

CO Average: 2,474
Average Account Size

$176,777

CO Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Stephen Fisher Work History

Stephen has been registered as a financial advisor for 24 years.*

1994 - Present (30 years)

Money Concepts Capital Corp

1992 - Present (32 years)

New Concept Marketing Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Fisher 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 Money Concepts Advisory Service

Brian Mccleskey
Palm Beach Gardens, FL
John Gleason
Owensboro, KY
William Terry
Palm Beach Gardens, FL
Jacob Moore
Loveland, CO
Christian Nelson
Palm Beach Gardens, FL
Helen Dao
Palm Beach Gardens, FL
Jason Grosse
Saint Peters, MO
Ryan Mcdaniel
Palm Beach Gardens, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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