Joseph
Veasey
Stewardship Advisory Group, LLC
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About this Advisor
Joseph Veasey is a financial advisor based in Clermont, Florida, working with Stewardship Advisory Group, LLC. Joseph has previously held positions at Windsor Financial Group, Full Time Student, Guardian Life Insurance, Park Avenue Securities LLC, Massmutual, Mml Investors Services, LLC, Citizens Securities, Inc, Axa Advisors, LLC, Thrive Financial Services, LLC, Madison Avenue Securities, LLC, Thrive Capital Management, LLC, The Life Wealth Group, Ae Wealth Management, LLC, Stewardship Advisory Group, LLC, Stewardship Legacy Coaching, LLC, Joseph W. Veasey, and United Planners' Financial Services. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Florida and Washington. Currently, Joseph is part of Stewardship Advisory Group, LLC, which operates out of Clermont, Florida. The firm has 3 offices and 21 employees. The firm manages assets totaling $269.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Stewardship Advisory Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stewardship Advisory Group, LLC Brokerage Details
$269,800,000
21
966
$279,296
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joseph Veasey Work History
Stewardship Advisory Group, LLC
Stewardship Legacy Coaching, LLC
Joseph W. Veasey
United Planners' Financial Services
Madison Avenue Securities, LLC
The Life Wealth Group
Ae Wealth Management, LLC
Thrive Financial Services, LLC
Thrive Capital Management, LLC
Citizens Securities, Inc
Massmutual
Mml Investors Services, LLC
Guardian Life Insurance
Park Avenue Securities LLC
Axa Advisors, LLC
Windsor Financial Group
Full Time Student
Disclosures
Please visit the SEC profile of Joseph Veasey 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 Stewardship Advisory Group, LLC
Clermont, FL
Clermont, FL
Clermont, FL
Mansfield, TX
Clermont, FL
Seattle, WA
Clermont, FL
Clermont, FL
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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