Stephen
Wierbonics

Hartford Funds

CRD#5608702
Investment Advisor
in Wayne, PA

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About this Advisor

Stephen Wierbonics is a financial advisor based in Wayne, Pennsylvania, working with Hartford Funds. Stephen has previously held positions at Hartford Funds Management Company, LLC and Hartford Funds Distributors, LLC. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Stephen is part of Hartford Funds, which operates out of Wayne, Pennsylvania. The firm has 384 employees and manages assets totaling $128.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

690 Lee Road
Wayne, PA 19087

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Hartford Funds Brokerage Details

Total Assets Under Management

$128,834,812,996

PA Average: $15,833,994,310
Total Number of Employees

384

PA Average: 41
Total Number of Accounts

77

PA Average: 3,342
Average Account Size

$1,673,179,390

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Stephen Wierbonics Work History

2015 - Present (9 years)

Hartford Funds Management Company, LLC

2011 - Present (13 years)

Hartford Funds Distributors, LLC

Disclosures

Please visit the SEC profile of Stephen Wierbonics 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 Hartford Funds

Richard Kuehn
Edmonds, WA
Lori Murphy
Westfield, NJ
Cindy Luan
Wayne, PA
Daniel Miller
Wayne, PA
Clinton Jones
Wayne, PA
Colleen Lynch
Wayne, PA
Curtis Hopp
Wayne, PA
Michael Fedak
Wayne, PA

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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