Stephen Zielinski
Advisor at Viagem, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Viagem, LLC
Location
St. Louis, MO 63131
Credentials
Series 63, Series 65
Industry experience
30 years
About
Stephen Zielinski is the owner and president of Viagem, LLC, an independent investment advisory firm based in St. Louis, MO. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including roles at McLean Securities since 2010. Outside of his advisory work, he serves on the finance and investment committee for the Sisters of Charity of the Incarnate Word and participates in an advisory role for Independent Security Evaluators, LLC. Viagem, LLC provides investment consulting and discretionary portfolio management primarily to faith- and mission-based institutional clients, including religious institutes, charitable trusts, foundations, and endowments. The firm offers both intermittent and ongoing investment consulting services, integrating SRI/ESG considerations and delivering detailed quarterly reports.
Client services
Based on Viagem, LLC
Portfolio management
Selection of other advisers
Newsletters or periodicals
Fee options
Flat/fixed fees based on services anticipated during a specified time period or monthly fees.
$0 - $5,000,000: 0.45% $5,000,001 - $20,000,000: 0.35% $20,000,001 - $30,000,000: 0.175% $30,000,001 - and above: 0.035%
Fees based on specified hourly rates times number of hours required.
Fee-only: Flat/fixed fees or hourly fees available, negotiated per engagement.
Location
12444 Powerscourt Drive, Suite 190
St. Louis, MO 63131
Most active in
Stephen Z has reported serving >5 clients in these states in the last 12 months.
Missouri
Work history
McLean Securities, LLC
2010 - Present (16 years)
Viagem, LLC
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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