SP
SP

Stephen Piotte

21 Years of Experience
Stow, MA
Broker

Stephen Piotte is a registered investment advisor, based in Stow, MA, with 21 years of industry experience.

Location

132 Great Road, Suite 102, Stow, MA, 01775

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stephen is the CEO of Constellation Financial & Wealth Management Services and Piotte Enterprises, Inc. He also owns Stephen Piotte EA, an income tax preparation business, and assists his sister with her craft company, Kippins Creations.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
October 2008 - October 2019 · 11 yrs
1st Global Capital CORP.Broker
June 2008 - October 2019 · 11 yrs 4 mos
H.D. Vest Investment ServicesBroker
January 2005 - June 2008 · 3 yrs 5 mos
State Registrations10 states
FLGAKYMAMENHNYRISCVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Stephen Piotte - Financial Advisor | TrueAdvisor