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Stephen Lane De Vore

STONEBRIDGE ADVISORS LLC·WILTON, Connecticut
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10 WESTPORT ROAD, WILTON, CT 06897-4543CRD# 5720872Firm CRD# 134017
01

About

Stephen Lane De Vore is a registered financial advisor based in WILTON, Connecticut, affiliated with STONEBRIDGE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
STONEBRIDGE ADVISORS LLC
STONEBRIDGE ADVISORS LLC
AUM
$10.0B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at STONEBRIDGE ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5720872
Firm CRD# 134017
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Lane De Vore offer?
Stephen Lane De Vore specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WILTON, Connecticut for a consultation.
What are Stephen Lane De Vore's credentials?
Stephen Lane De Vore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Lane De Vore located?
Stephen Lane De Vore is based in WILTON, Connecticut, working with STONEBRIDGE ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Stephen Lane De Vore charge for services?
Stephen Lane De Vore's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE ADVISORS LLC?
STONEBRIDGE ADVISORS LLC has approximately 17 employees and manages $10.0B 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)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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