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Stephen Peter Wetzel

PROMETHEUS CAPITAL MANAGEMENT CORP.·YARDLEY, Pennsylvania
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record23 years registeredPROMETHEUS CAPITAL MANAGEMENT CORP.
30 S. MAIN STREET, YARDLEY, PA 19067CRD# 2170936Firm CRD# 121982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Peter Wetzel · YARDLEY, PA
Registration
CRD #2170936 · PROMETHEUS CAPITAL MANAGEMENT CORP. · 23 years registered
Brand Profile
Not yet started
01

Career History

PROMETHEUS CAPITAL MANAGEMENT CORP.
Jan 2003 – present
HORNOR, TOWNSEND & KENT, INC.
Mar 2004 – May 2005
YARDLEY, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 29, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROMETHEUS CAPITAL MANAGEMENT CORP.
CRD 121982 · SEC 801-113098
AUM
$224M
Regulatory assets under management
Employees
4
684 client accounts
Services offered by PROMETHEUS CAPITAL MANAGEMENT CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PROMETHEUS CAPITAL MANAGEMENT CORP. →
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05

Frequently Asked Questions

What services does Stephen Peter Wetzel offer?
Stephen Peter Wetzel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Stephen Peter Wetzel's credentials?
Stephen Peter Wetzel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Stephen Peter Wetzel located?
Stephen Peter Wetzel is based in YARDLEY, Pennsylvania, working with PROMETHEUS CAPITAL MANAGEMENT CORP.. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Stephen Peter Wetzel charge for services?
Stephen Peter Wetzel's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROMETHEUS CAPITAL MANAGEMENT CORP.?
PROMETHEUS CAPITAL MANAGEMENT CORP. has approximately 4 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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