AdvisorOS Directory
Claim Profile
SE

Stephen Alcuin Eason

AMUNDI SMITH BREEDEN LLC·DURHAM, North Carolina
Unclaimed Profile
280 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 1104114Firm CRD# 169589
01

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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
AMUNDI SMITH BREEDEN LLC
AMUNDI SMITH BREEDEN LLC
AUM
$14.5B
Regulatory assets under management
Employees
75
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1104114
Firm CRD# 169589
3 disclosures on file
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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 →
Other advisors in DURHAM
Mark Andrew Kuhn — KUHN ADVISORS, INC.Julie Blandford Plowden — SJF MANAGEMENT LLCRobert Matthew Coppedge — ECHO HEALTH VENTURES LLCGordon Thomas Wegwart — VERITY ASSET MANAGEMENT, INC.Amy Louise Simonson — VERITY ASSET MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile