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Stephen Wierbonics

15 Years of Experience
Wayne, PA

Stephen Wierbonics is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 15 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
58 advisors
IM Fee
Planning only
Assets Under Management
$137.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

690 Lee Road, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hartford Funds
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Hartford Investment Financial Services, LLC
February 2011 - February 2013 · 2 yrs
Usi Advisors
December 2008 - January 2011 · 2 yrs 1 mo
State Registrations1 state
PA
Advisor

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 Wierbonics - Financial Advisor | TrueAdvisor