AdvisorOS Directory
Claim Profile
Unclaimed Profile
SE

Stephen Dino Esposito

ACCRETIVE WEALTH PARTNERS, LLC·PARSIPPANY, New Jersey
SIE, Series 6, Series 7, Series 63, Series 66CFPClean record15 years registeredACCRETIVE WEALTH PARTNERS, LLC
1 GATEHALL DRIVE, PARSIPPANY, NJ 07054CRD# 5568332Firm CRD# 299544

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Dino Esposito · PARSIPPANY, NJ
Registration
CRD #5568332 · ACCRETIVE WEALTH PARTNERS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ACCRETIVE WEALTH PARTNERS, LLC
Feb 2019 – present
MACRO CONSULTING GROUP
Feb 2011 – Jan 2019
PARSIPPANY, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · February 25, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCRETIVE WEALTH PARTNERS, LLC
CRD 299544 · SEC 801-117780
AUM
$323M
Regulatory assets under management
Employees
3
568 client accounts
Services offered by ACCRETIVE WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ACCRETIVE WEALTH PARTNERS, LLC →
Introduction

Speak with Stephen

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

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

Looking for a financial advisor in PARSIPPANY?

Browse all registered financial advisors in PARSIPPANY, New Jersey or claim this profile if it's yours.

Browse PARSIPPANY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stephen Dino Esposito offer?
Stephen Dino Esposito specializes in Financial Planning, Investment Management. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are Stephen Dino Esposito's credentials?
Stephen Dino Esposito holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Dino Esposito located?
Stephen Dino Esposito is based in PARSIPPANY, New Jersey, working with ACCRETIVE WEALTH PARTNERS, LLC. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does Stephen Dino Esposito charge for services?
Stephen Dino Esposito'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 ACCRETIVE WEALTH PARTNERS, LLC?
ACCRETIVE WEALTH PARTNERS, LLC has approximately 3 employees and manages $323M 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 →

Other Advisors at ACCRETIVE WEALTH PARTNERS, LLC

Eric Anthony Furey
PARSIPPANY, NJ
Gary Christopher Ribe
PARSIPPANY, NJ

More Advisors in PARSIPPANY, New Jersey

Stephen Edwin Tuttle
SIGNET FINANCIAL MANAGEMENT, LLC·PARSIPPANY, NJ
Shawn Kyle Hirsch
SIGNET FINANCIAL MANAGEMENT, LLC·PARSIPPANY, NJ
CFP
Frank Araneo
SUMMIT FINANCIAL RESOURCES INC·PARSIPPANY, NJ
CFP
Carmen James Armenti
SUMMIT FINANCIAL RESOURCES INC·PARSIPPANY, NJ
Robert William Lamberti
SUMMIT EQUITIES, INC.·PARSIPPANY, NJ
CFA
Joseph Francis Rowek
SUMMIT FINANCIAL, LLC·PARSIPPANY, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)PARAMUS (24)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile