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Stephen Mark Dubarry

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, North Carolina
Clean record10 years registeredSTEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
2514 PLANTATION CENTER DR., MATTHEWS, NC 28105CRD# 6627108Firm CRD# 115340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Mark Dubarry · MATTHEWS, NC
Registration
CRD #6627108 · STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
Apr 2016 – present
02

Registrations & Exams

Registration record
First registered · April 6, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
CRD 115340 · SEC 801-62738
AUM
$62M
Regulatory assets under management
Employees
4
330 client accounts
Services offered by STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. →
Introduction

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05

Frequently Asked Questions

What services does Stephen Mark Dubarry offer?
Stephen Mark Dubarry specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Stephen Mark Dubarry's credentials?
Stephen Mark Dubarry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Mark Dubarry located?
Stephen Mark Dubarry is based in MATTHEWS, North Carolina, working with STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Stephen Mark Dubarry charge for services?
Stephen Mark Dubarry'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 STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.?
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. has approximately 4 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Howard Joseph Leonard
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