Stephen Philleo is a CFP-designated registered investment advisor, based in Bethesda, MD, with 35 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7550 Wisconsin Ave., Ste. 420, Bethesda, MD, 20814
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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 an owner of Philleo Private Wealth Management and a partner in South Crestone Creek LLC, a family partnership holding undeveloped property. He also installs insurance products through Steward Partners Global Advisory, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
T.H.E. Financial Group, LTDBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations13 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.
Exams
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