Skip to content

Stephen M Konsler

Investment adviser representative at Vestor Capital, LLC
14 yearsExperience
2 statesRegistered in
$2.3BFirm assets
14 yearsFirm in business

Are you Stephen M Konsler? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Vestor Capital, LLCNov 2022 to now
  2. Bank of America, N.A.Apr 2014 to Nov 2022
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2013 to Nov 2022
  4. Elite Basebal TrainingJan 2012 to Jan 2020
  5. Scouts BaseballJan 2012 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Vestor Capital, LLC

$2.3BAssets managed
1,288Clients
24Advisers
14 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
6273952
Firm CRD
165855
Advisor's SEC record (opens in a new tab)
CallContact this firm