Stephen Jarret Engel
Investment adviser representative at Palumbo Wealth Management LLC
9 yearsExperience
2 statesRegistered in
$543.4MFirm assets
6 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Palumbo Wealth Management LLCNov 2020 to now
- Private Client Services LLCOct 2022 to Dec 2025
- TIAAOct 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCOct 2017 to Nov 2020
- Status LabsJan 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Palumbo Wealth Management LLC
$543.4MAssets managed
289Clients
5Advisers
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
- 5895087
- Firm CRD
- 306548