Ariel Stein
Ariel Stein is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Avon, CT, with 11 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
30 Tower Lane, Suite 205, Avon, CT, 06001
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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
Ariel is involved with Argentum Financial Partners, LLC and Argentum Private Wealth LLC in managerial and administrative roles, dedicating minimal time to each. Ariel also works as a non-variable insurance agent, spending a few hours per week writing policies for clients.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
State Registrations33 states
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