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Stephen Condon Peters

VISIONQUEST WEALTH MANAGEMENT, LLC·RALEIGH, North Carolina
Unclaimed Profile
112 E. HARGETT STREET, RALEIGH, NC 27601CRD# 4273459Firm CRD# 135581
01

About

Stephen Condon Peters is a registered financial advisor based in RALEIGH, North Carolina, affiliated with VISIONQUEST WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VISIONQUEST WEALTH MANAGEMENT, LLC
VISIONQUEST WEALTH MANAGEMENT, LLC
AUM
$175M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at VISIONQUEST WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4273459
Firm CRD# 135581
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Condon Peters offer?
Stephen Condon Peters specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Stephen Condon Peters's credentials?
Stephen Condon Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Condon Peters located?
Stephen Condon Peters is based in RALEIGH, North Carolina, working with VISIONQUEST WEALTH MANAGEMENT, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Stephen Condon Peters charge for services?
Stephen Condon Peters'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 VISIONQUEST WEALTH MANAGEMENT, LLC?
VISIONQUEST WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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