SD
SD

Stephen M Daglio

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$519K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

167 Washington Street, Norwell, MA, 02061

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Stephen is an independent insurance agent. He is also a Managing Member of Essential Asset Management, LLC, a Registered Investment Advisor, since 2011.

Employment History
Current Registrations
Bay Colony Advisors
September 2015 - Present · 10 yrs 5 mos
Essential Asset Management, LLC
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Florek Financial, LLC
March 2011 - August 2011 · 5 mos
Strategic Advisers, INC.
November 2005 - October 2009 · 3 yrs 11 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.