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Stephen Dino Esposito Review

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Stephen Dino Esposito, based in Jersey City, NJ, is an Investment Advisor with 11 years of experience. Stephen is registered with Accretive Wealth Partners, which provides investment advisory services for 74 clients.



Professional Summary


Stephen Dino Esposito is a Investment Advisor registered with Accretive Wealth Partners. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).

Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.

Financial Advisor Value
First Name Stephen
Last Name Esposito
Type Investment Advisor
Education Bachelors, Seton Hall University (2008)
FINRA Active Previously (View Finra BrokerCheck CRD#5568332)
SEC Active Yes (View SEC IAPD CRD#5568332)
Office Address 185 Hudson St #2500, Jersey City, NJ 07302

Personal Bio


Steve is a Managing Partner, Wealth Advisor, and Chair of the Financial Planning Committee. As Wealth Advisor, he is primarily responsible for managing all aspects of the client relationship. He is also Chair of the Financial Planning Committee, which involves the continued development of how advice is delivered to Accretive's clients.



Compensation Options Result
% Assets Ask Advisor
Fixed Ask Advisor
Hourly Ask Advisor
Commissions No

Certifications


Financial professional has not provided their certifications (e.g., CFP, CFA).




Regulatory History


Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Stephen Esposito, investor.com identified the following regulatory disclosures.

Disclosure Result
Customer Disputes None
Terminations None
Financial Disclosures None
Judgement/Liens None
Regulatory Events None
Civil Events None
Criminal Disclosures None
Investigations None
Total Years Registered 11 years
Total Registered Employers 6
Works for an investor.com Trusted firm? Yes


Accretive Wealth Partners



Trusted Accretive Wealth Partners, registered in 2019, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advisors. Accretive Wealth Partners manages $118.6 million and provides investment advisory services for 74 clients (1:25 advisor/client ratio).

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