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Stephen Michael Wellman

BMT INVESTMENT ADVISERS·BERWYN, Pennsylvania
Clean recordBMT INVESTMENT ADVISERS
1436 LANCASTER AVENUE, BERWYN, PA 19312CRD# 2080023Firm CRD# 288718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Michael Wellman · BERWYN, PA
Registration
CRD #2080023 · BMT INVESTMENT ADVISERS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Michael Wellman is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with BMT INVESTMENT ADVISERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
BMT INVESTMENT ADVISERS
BMT INVESTMENT ADVISERS
AUM
$237M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at BMT INVESTMENT ADVISERS →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2080023
Firm CRD# 288718
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Michael Wellman offer?
Stephen Michael Wellman specializes in Investment Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Stephen Michael Wellman's credentials?
Stephen Michael Wellman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Michael Wellman located?
Stephen Michael Wellman is based in BERWYN, Pennsylvania, working with BMT INVESTMENT ADVISERS. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Stephen Michael Wellman charge for services?
Stephen Michael Wellman'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 BMT INVESTMENT ADVISERS?
BMT INVESTMENT ADVISERS is a registered investment adviser with the SEC, managing $237M in regulatory assets under management. See their Form ADV for full details.
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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