Robert
Stephenson
J.P. Marvel Wealth Management, Inc
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About this Advisor
Robert Stephenson is a financial advisor who works in Boston, Massachusetts with a total of 1 year of industry experience. Stephenson is an advisor for J.P. Marvel Wealth Management, Inc. They have been an employee of J.p. Marvel Wealth Management, Inc for the entirety of their career. Stephenson has a Series 63 license, which qualifies them as a securities broker, and can serve investors in Massachusetts. J.P. Marvel Wealth Management, Inc is a financial advisory company that has its headquarters in Boston, MA. The firm has a total of seven employees. It manages $484 million in assets under management across its 63 customer accounts, placing it among the larger firms in the country by assets under management. Of its 63 accounts, 84% are associated with high-net-worth clients who have at least $1 million in assets. J.P. Marvel Wealth Management, Inc has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and publication of newsletters. Financial management fees depend on the services provided. Fee types billed by J.P. Marvel Wealth Management, Inc may include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J.P. Marvel Wealth Management, Inc Brokerage Details
$483,585,647
7
63
$7,675,963
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Robert Stephenson Work History
Robert has been registered as a financial advisor for 1 years.*
J.P. Marvel Wealth Management, 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 Robert Stephenson 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 J.P. Marvel Wealth Management, Inc
Boston, MA
Boston, MA
Boston, MA
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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