Stephen
Furno
Etico Wealth Management LLC
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About this Advisor
Stephen Furno is a financial advisor based in Clifton Park, New York who has 2 years of relevant experience. Furno works at Etico Wealth Management LLC. Over the course of their career, Furno has held roles at Dinosaur Securities, Etico Wealth Management LLC and Etico Partners, LLC. Furno maintains a Series 63 license, designating them as a securities agent, and can operate in New York. Etico Wealth Management LLC is a firm that has its headquarters in Clifton Park, NY. The firm has offices in five locations and a total of 11 advisors. It manages $91 million in assets under management across its 294 client accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 294 customer accounts, 29% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Etico Wealth Management LLC may 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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Etico Wealth Management LLC Brokerage Details
$90,552,526
11
294
$308,002
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 Furno Work History
Stephen has been registered as a financial advisor for 2 years.*
Etico Partners, LLC
Etico Wealth Management LLC
Dinosaur Securities
*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 Furno 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 Etico Wealth Management LLC
Clifton Park, NY
Bloomington, IN
Clifton Park, NY
Utica, NY
Clifton Park, NY
Clifton Park, NY
King Of Prussia, PA
Clifton Park, NY
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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.
