Unclaimed Profile

Stephen Alcuin Eason

AMUNDI SMITH BREEDEN LLC·DURHAM, North Carolina

AMUNDI SMITH BREEDEN LLC

280 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 1104114Firm CRD# 169589

Profile Verification

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

Identity

Stephen Alcuin Eason · DURHAM, NC

Registration

CRD #1104114 · AMUNDI SMITH BREEDEN LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Stephen Alcuin Eason is a registered financial advisor based in DURHAM, North Carolina, affiliated with AMUNDI SMITH BREEDEN LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

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 →

Firm Overview

Firm

AMUNDI SMITH BREEDEN LLC

AUM

$14.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at AMUNDI SMITH BREEDEN LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1104114

Firm CRD# 169589

View on FINRA BrokerCheck →

Looking for a financial advisor in DURHAM?

Browse all registered financial advisors in DURHAM, North Carolina or claim this profile if it's yours.

Browse DURHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Alcuin Eason offer?

Stephen Alcuin Eason specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Stephen Alcuin Eason's credentials?

Stephen Alcuin Eason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Alcuin Eason located?

Stephen Alcuin Eason is based in DURHAM, North Carolina, working with AMUNDI SMITH BREEDEN LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Stephen Alcuin Eason charge for services?

Stephen Alcuin Eason's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMUNDI SMITH BREEDEN LLC?

AMUNDI SMITH BREEDEN LLC has approximately 75 employees and manages $14.5B 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 →