Stephen Lowell Zannetti
Investment adviser representative at Ae Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ae Wealth Management, LLCFeb 2022 to now
- Burzynski Group Retirement SolutionsJan 2022 to now
- Citizens BankApr 2019 to Jan 2022
- Citizens SecuritiesApr 2019 to Jan 2022
- Flagstar BankAug 2017 to Apr 2019
- Abercrombie & FitchMar 2017 to Aug 2017
- Vineyard VinesMay 2016 to Mar 2017
- Moosejaw MountaineeringSep 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MI).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 6590502
- Firm CRD
- 282580