Stephen
Schmitt
Saxony Capital Management, LLC
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About this Advisor
Stephen Schmitt is a financial advisor based in Marlton, New Jersey, working with Saxony Capital Management, LLC. Stephen has previously held positions at Voya Financial Advisors (Ing Fp), Purshe Kaplan Sterling Investments, Mcadam Financial Group, Mutual Of Omaha Investor Services, Mutual Of Omaha, Futurity First Insurance Group, Trinity Wealth Securities L.L.C, Voya Financial Advisors, Mcadam LLC, Sequent Planning, Florida Financial Advisors, Inc, Saxony Securities, Inc, and Saxony Capital Management. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Stephen is part of Saxony Capital Management, LLC, which operates out of Marlton, New Jersey. The firm has 19 offices and 6 employees. The firm manages assets totaling $239.3 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, and selection of other advisers. The fee structure at Saxony Capital Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$239,289,634
6
1,192
$200,746
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
Stephen Schmitt Work History
Saxony Securities, Inc
Saxony Capital Management
Florida Financial Advisors, Inc
Trinity Wealth Securities L.L.C
Sequent Planning
Futurity First Insurance Group
Mutual Of Omaha Investor Services
Mutual Of Omaha
Purshe Kaplan Sterling Investments
Mcadam Financial Group
Mcadam LLC
Voya Financial Advisors (Ing Fp)
Voya Financial Advisors
Disclosures
Please visit the SEC profile of Stephen Schmitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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