Steven
Parmelee

Wbg Advisors LLC

CRD#1069437
Investment Advisor
in Westport, CT

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About this Advisor

Steven Parmelee is a financial advisor based in Westport, Connecticut, working with Wbg Advisors LLC. Steven has previously held a position at Wbg Advisors LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Steven is part of Wbg Advisors LLC, which operates out of Westport, Connecticut. The firm has 1 employee and manages assets totaling $101.8 million. The services offered by the firm include pension consulting services. The fee structure at Wbg Advisors LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Westport, CT

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Wbg Advisors LLC Brokerage Details

Total Assets Under Management

$101,837,514

Total Number of Employees

1

Total Number of Accounts

1

Average Account Size

$101,837,514

Investment Advisory Services

  • Pension consulting services

Steven Parmelee Work History

2009 - Present (15 years)

Wbg Advisors LLC

Disclosures

Please visit the SEC profile of Steven Parmelee 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 Wbg Advisors LLC

Steven Parmelee
Westport, CT

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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