Stephen
Engel
Palumbo Wealth Management LLC
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About this Advisor
Stephen Engel is a financial advisor operating in Great Neck, New York, with 2 years of relevant experience. Engel is an advisor for Palumbo Wealth Management LLC. During their career, Engel has held roles at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Status Labs, Palumbo Wealth Management LLC, Private Client Services LLC, Hornor Townsend & Kent Inc and Axa Advisors, LLC. Engel has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in New York and Texas. Palumbo Wealth Management LLC is a financial advisory firm that has its headquarters in Great Neck, NY. The company has a total of seven employees. It administers $230 million in assets under management among its 606 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 606 client accounts, 88% are associated with high-net-worth clients who have at least $1 million in investable assets. Palumbo Wealth Management LLC performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on the financial services offered. However, fees charged by Palumbo Wealth Management LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Palumbo Wealth Management LLC Brokerage Details
$230,140,486
7
606
$379,770
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Stephen Engel Work History
Stephen has been registered as a financial advisor for 2 years.*
Private Client Services LLC
Palumbo Wealth Management LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Status Labs
Hornor Townsend & Kent Inc
Axa Advisors, LLC
*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 Engel 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 Palumbo Wealth Management LLC
Great Neck, NY
Great Neck, NY
Great Neck, NY
Great Neck, NY
Great Neck, NY
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