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Stephen R. Ferrara

BDO WEALTH ADVISORS, LLC·JACKSONVILLE, Florida
Unclaimed Profile
501 RIVERSIDE AVENUE, JACKSONVILLE, FL 32202CRD# 6482521Firm CRD# 222525
01

About

Stephen R. Ferrara is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with BDO WEALTH ADVISORS, LLC. 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
03

Firm Overview

Firm
BDO WEALTH ADVISORS, LLC
BDO WEALTH ADVISORS, LLC
AUM
$3.0B
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at BDO WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ADVISED ASSETS
Regulatory
SEC/IARD CRD# 6482521
Firm CRD# 222525
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen R. Ferrara offer?
Stephen R. Ferrara specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Stephen R. Ferrara's credentials?
Stephen R. Ferrara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen R. Ferrara located?
Stephen R. Ferrara is based in JACKSONVILLE, Florida, working with BDO WEALTH ADVISORS, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Stephen R. Ferrara charge for services?
Stephen R. Ferrara's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of advised assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BDO WEALTH ADVISORS, LLC?
BDO WEALTH ADVISORS, LLC has approximately 43 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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