Stephan Winfried Wessels
Investment adviser representative at Vontobel Swiss Financial Advisers
23 yearsExperience
20 statesRegistered in
$11.9BFirm assets
21 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
23 years in the industry.
- Vontobel Swiss Financial AdvisersOct 2024 to now
- Job SearchMay 2024 to Oct 2024
- CitigroupAug 2021 to Apr 2024
- Deutsche Bank Securities Inc.Apr 2003 to Jul 2021
- Deutsche Bank Trust Company AmericasApr 2003 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 20 states (CA, CO, CT, DE, IL, MD, MI, NC, ND, NE, NJ, NV, NY, PA, SC, SD, TX, VA, WV, WY).
Vontobel Swiss Financial Advisers
Legal name: Vontobel Swiss Financial Advisers Ag
$11.9BAssets managed
2,583Clients
5Advisers
21 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
- 4661836
- Firm CRD
- 130668