Advisor at Peck Wealth Management, LLC
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Firm
Peck Wealth Management, LLC
Location
White Plains, NY 10605
Credentials
Series 63, Series 65
Industry experience
10 years
Stephan Giuffrida is a financial advisor at Peck Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 designations. In addition to his advisory role, he is a chiropractor and owner of Spine and Joint Group and serves as a CTE Business Teacher with the Yonkers Public School System. Peck Wealth Management provides discretionary portfolio management primarily to individual and high-net-worth clients as well as certain charitable organizations. The firm manages client assets in-house using a blend of fundamental, technical, and cyclical investment strategies with a focus on publicly traded securities.
Up to 1.00% annually, negotiable
Account minimum: $500,000
83 Hillair Circle
White Plains, NY 10605
New York
Yonkers Public School System
2025 - Present (1 year)
Spine and Joint Group
2015 - Present (11 years)
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