Stephen Lee
Stephen Lee is a CFP-designated registered investment advisor at Equistar Wealth Management INC., based in Maitland, FL, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 35 clients with $9M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Maitland, FL
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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 independent insurance agent selling term life policies. This activity represents minimal time commitment.
Employment History
Current Registrations
Equistar Wealth Management INC.
Previous Registrations
Ferrell Wealth Management INC.
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.