Steven Belport
Steven Belport is a registered investment advisor at Wells Fargo Advisors, based in Westport, CT, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
274 Riverside Ave, [Satellite], Westport, CT, 06880
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2008Employment Separation After Allegations
October 1995Other Business Activities
Steven owns a vacation condo/timeshare in West Dover, VT, with his spouse, renting it through a hotel, requiring minimal time. He also owns Belscreek, Inc. and spends minimal time on cash and tax management.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Advest, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations18 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.