Stephen Nesbit
Stephen Nesbit is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lenox, MA, with 18 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
218 Main Street, Lenox, MA, 01240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a licensed operations manager and associate/employee at Keator Group LLC since 2019. This takes about half of Stephen's time, including about a quarter of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations40 states
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