Stephen
Abramson

Aps Wealth Management, LLC

CRD#854692
Investment Advisor
in Melville, NY

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About this Advisor

Stephen Abramson is a chartered financial consultant who works in Melville, New York who has 2 years of industry experience. Abramson is on the advisory team at Aps Wealth Management, LLC. During their career, the advisor has held roles at Axa Advisors, LLC, M&A Financial Services, Inc, Aps Investment Management Inc and Aps Wealth Management, LLC. Abramson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York. Aps Wealth Management, LLC is an advisory firm that has its headquarters in Melville, NY. It handles $190 million in assets across its 270 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 270 client accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business provides a few services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services provided. However, fees charged by Aps Wealth Management, LLC can consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1 Huntington Quadrangle Suite 3N03
Melville, NY 11747

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Aps Wealth Management, LLC Brokerage Details

Total Assets Under Management

$189,868,515

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

270

NY Average: 3,892
Average Account Size

$703,217

NY Average: $1,917,921

Investment Advisory Services

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

Stephen Abramson Work History

Stephen has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Aps Wealth Management, LLC

2013 - Present (11 years)

Aps Investment Management Inc

2005 - 2018 (13 years)

Axa Advisors, LLC

2003 - 2013 (10 years)

M&A Financial Services, 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 Stephen Abramson 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 Aps Wealth Management, LLC

Mark Phillips
Melville, NY
Steven Musmanno
Melville, NY
Stephen Abramson
Melville, NY

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.

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