Stephen Neil Frank
Investment adviser representative at Emvision Capital Advisors, LLC
18 yearsExperience
2 statesRegistered in
$176.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Emvision Capital Advisors, LLCOct 2024 to now
- Commonwealth Financial NetworkJan 2008 to now
- Investment Partners LtdJan 2019 to Oct 2024
- Frank Wealth Management GroupJan 2008 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Emvision Capital Advisors, LLC
$176.4MAssets managed
429Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1800138
- Firm CRD
- 337827