CHARLES STEPHEN AND COMPANY, INC.

ALBUQUERQUE, New Mexico·1 registered advisor·CRD# 106916

SEC# 801-22681505-884-0451

Firm Overview

AUM

$205M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Commissions

Specialties

Financial Planning Investment Management Wealth Management

Advisors at CHARLES STEPHEN AND COMPANY, INC.

1 registered advisor

Stephen Joseph Ciepiela

ALBUQUERQUE, New Mexico

CRD# 706085

Office Locations

ALBUQUERQUE, New Mexico

1 advisor

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Data sourced from SEC Form ADV filings. CHARLES STEPHEN AND COMPANY, INC. (CRD# 106916) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.