Stephen Giordano
Stephen Giordano is a registered investment advisor at Woodmont Wealth Management, Llc`, based in Huntingdon Valley, PA, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee of 1% is negotiable based on factors such as historical relationship, asset type, anticipated future assets, and account composition.
Fee Estimator
Location
Huntingdon Valley, PA
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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 Activities
Stephen owns IANNA, LLC, dedicating nearly full-time hours to securities trading. He also owns American Ink, a printing business, spending about 10-20% of his time overseeing orders, artwork, client coordination, and supplies.
Employment History
Current Registrations
Woodmont Wealth Management, Llc`
Previous Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Questar Asset Management, INC.
Questar Capital CorporationBroker
J.P. Turner & Company, L.L.C.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley Dw INC.Broker
Quest Capital Strategies, INC.Broker
State Registrations1 state
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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