Stephen Blumenthal is a registered investment advisor, based in Malvern, PA, with 41 years of industry experience.
Location
75 Valley Stream Parkway, Suite 201, Malvern, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the CEO and CIO of Capital Management Group, Inc., an RIA business, since 1994. He is also a passive owner of CMG Insurance LLC through CMG Capital Management Group, Inc., dedicating a few hours per week.
Employment History
Current Registrations
Metric Financial, LLC
Metric Financial, LLCBroker
Cmg Capital Management Group, INC.
Previous Registrations
Integral Wealth Securities LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Cmg Advisors, INC.
Cmg Investment Advisors,llc
Aquarius Fund Distributors, LLCBroker
Pan-American Financial AdvisersBroker
Fcg Advisors, LLCBroker
Financial Consultant Group IncorporatedBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.