Unclaimed Profile

Jacqueline Steczkowski

NAPATREE CAPITAL LLC·WESTERLY, Rhode Island

SIE, Series 7, Series 63, Series 65Clean record10 years registeredNAPATREE CAPITAL LLC

90 BEACH STREET, WESTERLY, RI 02891CRD# 5867514Firm CRD# 292776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacqueline Steczkowski · WESTERLY, RI

Registration

CRD #5867514 · NAPATREE CAPITAL LLC · 10 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Dec 2024 – present

NAPATREE CAPITAL LLC

Jun 2023 – Dec 2024

WESTERLY, RI

ESSEX FINANCIAL SERVICES, INC.

Apr 2021 – Jul 2022

Southport, CT

PEOPLE'S UNITED ADVISORS, INC.

Apr 2018 – Apr 2021

New York, NY

PEOPLE'S SECURITIES, INC.

Jan 2017 – Mar 2020

COS COB, CT

STRATEGIC ADVISERS, INC.

Sep 2015 – Nov 2016

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 28, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAPATREE CAPITAL LLC

CRD 292776 · SEC 801-120842

AUM

$157M

Regulatory assets under management

Employees

308 client accounts

Services offered by NAPATREE CAPITAL LLC

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 NAPATREE CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Jacqueline Steczkowski offer?

Jacqueline Steczkowski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTERLY, Rhode Island for a consultation.

What are Jacqueline Steczkowski's credentials?

Jacqueline Steczkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacqueline Steczkowski located?

Jacqueline Steczkowski is based in WESTERLY, Rhode Island, working with NAPATREE CAPITAL LLC. Their office serves clients in the WESTERLY metropolitan area and surrounding communities.

How does Jacqueline Steczkowski charge for services?

Jacqueline Steczkowski'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 NAPATREE CAPITAL LLC?

NAPATREE CAPITAL LLC has approximately 6 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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