Stephen Garnick
Stephen Garnick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Doylestown, PA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
875 N. Easton Road, Suite 2, Doylestown, PA, 18902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns and manages residential real estate property since 2019, dedicating minimal time. He also owns SGI, an account used to pay expenses associated with running his RJFS entity, and spends minimal time on this as well.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations27 states
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