Robert Trent Stephenson
Investment adviser representative at J.P. Marvel Wealth Management, Inc.
19 yearsExperience
1 stateRegistered in
$820.7MFirm assets
19 yearsFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- J.P. Marvel Wealth Management, Inc.Jun 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (MA).
J.P. Marvel Wealth Management, Inc.
Legal name: J.P. Marvel Investment Advisors, Inc.
$820.7MAssets managed
69Clients
3Advisers
19 yearsIn 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
- 2398317
- Firm CRD
- 144364