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Stephane Eric Bouvel

BOUVEL INVESTMENT PARTNERS, LLC·PHOENIXVILLE, Pennsylvania
SIE, Series 7, Series 63, Series 65Clean record21 years registeredBOUVEL INVESTMENT PARTNERS, LLC
1220 VALLEY FORGE ROAD, PHOENIXVILLE, PA 19460CRD# 4739811Firm CRD# 108436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephane Eric Bouvel · PHOENIXVILLE, PA
Registration
CRD #4739811 · BOUVEL INVESTMENT PARTNERS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

BOUVEL INVESTMENT PARTNERS, LLC
Feb 2005 – present
ROYAL ALLIANCE ASSOCIATES, INC.
Jul 2007 – Jul 2007
ALLENTOWN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · February 17, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436 · SEC 801-79817
AUM
$268M
Regulatory assets under management
Employees
4
725 client accounts
Services offered by BOUVEL INVESTMENT PARTNERS, LLC
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 BOUVEL INVESTMENT PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Stephane Eric Bouvel offer?
Stephane Eric Bouvel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIXVILLE, Pennsylvania for a consultation.
What are Stephane Eric Bouvel's credentials?
Stephane Eric Bouvel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephane Eric Bouvel located?
Stephane Eric Bouvel is based in PHOENIXVILLE, Pennsylvania, working with BOUVEL INVESTMENT PARTNERS, LLC. Their office serves clients in the PHOENIXVILLE metropolitan area and surrounding communities.
How does Stephane Eric Bouvel charge for services?
Stephane Eric Bouvel's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOUVEL INVESTMENT PARTNERS, LLC?
BOUVEL INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BOUVEL INVESTMENT PARTNERS, LLC

Jean Pierre Georges Bouvel
PHOENIXVILLE, PA

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