Stephen Dino Esposito
Investment adviser representative at Accretive Wealth Partners, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$504.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Accretive Wealth Partners, LLCDec 2018 to now
- Mutual Securities, Inc.Jan 2018 to Dec 2018
- LPL Financial LLCJan 2014 to Jan 2018
- Macro Consulting GroupOct 2009 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Accretive Wealth Partners, LLC
$504.5MAssets managed
204Clients
4Advisers
6 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
- 5568332
- Firm CRD
- 299544