Joseph
Veasey
Stewardship Advisory Group, LLC
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About this Advisor
Joseph Veasey is a certified financial planner based in Clermont, Florida with 1 year of relevant experience. Veasey is an advisor for Stewardship Advisory Group, LLC. The advisor has gained experience 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. Veasey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Stewardship Advisory Group, LLC is a company based out of Clermont, FL. The investment advisory business has offices in seven locations and a total of 30 people on staff. It oversees $329 million in total assets among its 927 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves seven charities and foundations. Of its 927 client accounts, just 7% are held by high-net-worth investors who have at least $1 million in investable assets. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by Stewardship Advisory Group, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewardship Advisory Group, LLC Brokerage Details
$328,472,000
30
927
$354,339
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
Joseph has been registered as a financial advisor for 1 years.*
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
*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 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
Byron Center, MI
Clermont, FL
Clermont, FL
Clermont, FL
Mansfield, TX
Evergreen, CO
Clermont, FL
Seattle, WA
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.
