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Stephen Ernest Norton

SAYBROOK WEALTH GROUP, INC.·OLD SAYBROOK, Connecticut
Unclaimed Profile
288 MAIN STREET, OLD SAYBROOK, CT 06475CRD# 2102121Firm CRD# 317867
01

About

Stephen Ernest Norton is a registered financial advisor based in OLD SAYBROOK, Connecticut, affiliated with SAYBROOK WEALTH GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAYBROOK WEALTH GROUP, INC.
SAYBROOK WEALTH GROUP, INC.
AUM
$197M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SAYBROOK WEALTH GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2102121
Firm CRD# 317867
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Ernest Norton offer?
Stephen Ernest Norton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OLD SAYBROOK, Connecticut for a consultation.
What are Stephen Ernest Norton's credentials?
Stephen Ernest Norton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Ernest Norton located?
Stephen Ernest Norton is based in OLD SAYBROOK, Connecticut, working with SAYBROOK WEALTH GROUP, INC.. Their office serves clients in the OLD SAYBROOK metropolitan area and surrounding communities.
How does Stephen Ernest Norton charge for services?
Stephen Ernest Norton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAYBROOK WEALTH GROUP, INC.?
SAYBROOK WEALTH GROUP, INC. has approximately 2 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
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Research
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