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Kathy Partsinevelos

STAGE WEALTH MANAGEMENT, INC.·JERICHO, New York
Unclaimed Profile
333 JERICHO TPKE., JERICHO, NY 11753-1105CRD# 7536770Firm CRD# 320774
01

About

Kathy Partsinevelos is a registered financial advisor based in JERICHO, New York, affiliated with STAGE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STAGE WEALTH MANAGEMENT, INC.
STAGE WEALTH MANAGEMENT, INC.
AUM
$71M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STAGE WEALTH MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7536770
Firm CRD# 320774
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathy Partsinevelos offer?
Kathy Partsinevelos specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JERICHO, New York for a consultation.
What are Kathy Partsinevelos's credentials?
Kathy Partsinevelos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Partsinevelos located?
Kathy Partsinevelos is based in JERICHO, New York, working with STAGE WEALTH MANAGEMENT, INC.. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Kathy Partsinevelos charge for services?
Kathy Partsinevelos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAGE WEALTH MANAGEMENT, INC.?
STAGE WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JERICHO
Jonathan Lee Gassman — G&G PLANNING CONCEPTS, INC.Michael Roy Weinstat — WEINSTAT WEALTH MANAGEMENT, INC.Sean Edward Chaitman — SHELTER ROCK MANAGEMENT, LLCJohn Edward Thurber — SASSICAIA CAPITAL ADVISERS LLCSteven Bart Schonfeld — SASSICAIA CAPITAL ADVISERS LLC
Nearby cities in New York
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NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
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