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Stephen George Anastos

FINER WEALTH MANAGEMENT, INC.·SALEM, Massachusetts
Unclaimed Profile
530 LORING AVENUE, SALEM, MA 01970CRD# 4897676Firm CRD# 129987
01

About

Stephen George Anastos is a registered financial advisor based in SALEM, Massachusetts, affiliated with FINER WEALTH MANAGEMENT, 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
03

Firm Overview

Firm
FINER WEALTH MANAGEMENT, INC.
FINER WEALTH MANAGEMENT, INC.
AUM
$210M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINER WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4897676
Firm CRD# 129987
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen George Anastos offer?
Stephen George Anastos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Massachusetts for a consultation.
What are Stephen George Anastos's credentials?
Stephen George Anastos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen George Anastos located?
Stephen George Anastos is based in SALEM, Massachusetts, working with FINER WEALTH MANAGEMENT, INC.. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does Stephen George Anastos charge for services?
Stephen George Anastos'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 FINER WEALTH MANAGEMENT, INC.?
FINER WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SALEM
Harry A George — SOLSTICE CAPITAL MANAGEMENT CORPORATIONJohn E Abele — SOLSTICE CAPITAL MANAGEMENT CORPORATIONMichael Scott Finer — FINER WEALTH MANAGEMENT, INC.Robert Tomlinson Lutts — CABOT WEALTH MANAGEMENTHenry Ware Newman — SOLSTICE CAPITAL MANAGEMENT CORPORATION
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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