Stephen J. Vettorel
Professional summary
Stephen John Vettorel, who also goes by Steve Vettorel, is a registered financial advisor currently at FIRST DOWN FINANCIAL located in Oviedo, Florida.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Stephen has worked at 9 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen John Vettorel's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2021 - Present
FIRST DOWN FINANCIAL
Office #1: 1942 W Cr 419 Suite #1030, Oviedo, FL 32766November 19, 2019 - April 9, 2021
BROOKSTONE CAPITAL MANAGEMENT LLC
January 31, 2018 - January 22, 2020
BENCHMARK WEALTH ADVISORS, LLC
March 8, 2016 - December 31, 2017
BENCHMARK WEALTH ADVISORS, LLC
November 25, 2014 - August 25, 2015
MERCER GLOBAL ADVISORS INC.
May 10, 2006 - December 31, 2011
AUMENTI CAPITAL MANAGEMENT, LLC
April 9, 2002 - February 10, 2006
FISHER INVESTMENTS
July 31, 1996 - January 8, 2002
FIDELITY BROKERAGE SERVICES LLC
September 29, 1994 - November 3, 1994
H.J. MEYERS & CO., INC.
March 12, 1993 - September 15, 1994
HIBBARD BROWN & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/6/2025)
(9/17/2021)
Exams
Current Firm
FIRST DOWN FINANCIAL
CRD#: 313133 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 17,200,000 |
Red Flags
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