Unclaimed Profile

Melissa Stegner Vella

STEGNER INVESTMENT ASSOCIATES INC·LOUISVILLE, Kentucky

Clean recordSTEGNER INVESTMENT ASSOCIATES INC

233 BRECKENRIDGE LANE, LOUISVILLE, KY 40207CRD# 7352060Firm CRD# 107480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melissa Stegner Vella · LOUISVILLE, KY

Registration

CRD #7352060 · STEGNER INVESTMENT ASSOCIATES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Stegner Vella is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with STEGNER INVESTMENT ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

STEGNER INVESTMENT ASSOCIATES INC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEGNER INVESTMENT ASSOCIATES INC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7352060

Firm CRD# 107480

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Melissa Stegner Vella offer?

Melissa Stegner Vella specializes in Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Melissa Stegner Vella's credentials?

Melissa Stegner Vella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Stegner Vella located?

Melissa Stegner Vella is based in LOUISVILLE, Kentucky, working with STEGNER INVESTMENT ASSOCIATES INC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Melissa Stegner Vella charge for services?

Melissa Stegner Vella's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEGNER INVESTMENT ASSOCIATES INC?

STEGNER INVESTMENT ASSOCIATES INC has approximately 11 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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