Unclaimed Profile

Jeffrey Scott Stein

FACET WEALTH, INC·BALTIMORE, Maryland

Clean recordFACET WEALTH, INC

400 EAST PRATT STREET, BALTIMORE, MD 21202CRD# 4691107Firm CRD# 285961

Profile Verification

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

Identity

Jeffrey Scott Stein · BALTIMORE, MD

Registration

CRD #4691107 · FACET WEALTH, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Scott Stein is a registered financial advisor based in BALTIMORE, Maryland, affiliated with FACET WEALTH, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FACET WEALTH, INC

FACET

AUM

$3.5B

Regulatory assets under management

Employees

191

Total firm employees

View all advisors at FACET WEALTH, INC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 4691107

Firm CRD# 285961

View on FINRA BrokerCheck →

Looking for a financial advisor in BALTIMORE?

Browse all registered financial advisors in BALTIMORE, Maryland or claim this profile if it's yours.

Browse BALTIMORE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Scott Stein offer?

Jeffrey Scott Stein specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Jeffrey Scott Stein's credentials?

Jeffrey Scott Stein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Scott Stein located?

Jeffrey Scott Stein is based in BALTIMORE, Maryland, working with FACET WEALTH, INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Jeffrey Scott Stein charge for services?

Jeffrey Scott Stein's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FACET WEALTH, INC?

FACET WEALTH, INC has approximately 191 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →