Jeffrey
Fine

Star Capital Inc

CRD#4165750
Investment Advisor
in Boca Raton, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Fine is a financial advisor based in Boca Raton, Florida, working with Star Capital Inc. Jeffrey has previously held positions at Ing Financial Partners, Inc, Blackridge Asset Management, LLC, Independent Solutions Wealth Management LLC, Star Capital Inc, Fine Wealth Management, Strategic Asset Management LLC, Blue Lobster Strategic Partners, Voya Financial Advisors, and Peak Brokerage Services, LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, New York, and Texas. Currently, Jeffrey is part of Star Capital Inc, which operates out of Boca Raton, Florida. The firm has 3 offices and 7 employees. The firm manages assets totaling $136.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Star Capital Inc includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

433 Plaza Real Suite 275
Boca Raton, FL 33432

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Star Capital Inc Brokerage Details

Total Assets Under Management

$136,158,316

FL Average: $5,289,111,388
Total Number of Employees

7

FL Average: 157
Total Number of Accounts

1,549

FL Average: 8,262
Average Account Size

$87,901

FL Average: $640,173

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffrey Fine Work History

2022 - Present (2 years)

Star Capital Inc

2021 - Present (3 years)

Blue Lobster Strategic Partners

2013 - Present (11 years)

Fine Wealth Management

2021 - 2022 (1 year)

Strategic Asset Management LLC

2018 - 2020 (2 years)

Star Capital Inc

2016 - 2016 (< 1 year)

Blackridge Asset Management, LLC

2016 - 2018 (2 years)

Independent Solutions Wealth Management LLC

2016 - 2018 (2 years)

Peak Brokerage Services, LLC

2014 - 2016 (2 years)

Voya Financial Advisors

2013 - 2014 (1 year)

Ing Financial Partners, Inc

Disclosures

Please visit the SEC profile of Jeffrey Fine 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 Star Capital Inc

Timothy Merrill
Minneapolis, MN
Adam Rainey
Rochester, MN
Jeffrey Fine
Boca Raton, FL
Gerald Scane
Fairhope, AL
Kraig Haenke
Minneapolis, MN
Gregory Nelson
Minneapolis, MN
Andrea Thomas
Minneapolis, MN

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started