Advisor at East End Wealth Management
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
East End Wealth Management
Location
Hampton Bays, NY
Credentials
Series 63, Series 65
Industry experience
19 years
Steven Kaczmarek is the president of East End Group, Inc. and East End Wealth Management, serving as a financial advisor with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the insurance business since 1990. Kaczmarek oversees day-to-day operations at East End Group, which is engaged in insurance sales and securities trading. East End Wealth Management is an independent registered investment adviser that serves individuals, other advisers, pension plans, and corporations. The firm focuses on discretionary portfolio management with an emphasis on income-oriented fixed-income strategies, combining fundamental, technical, and charting analysis while accommodating client restrictions and tax considerations.
Based on East End Wealth Management
$0 - $5,000,000: 1.50% $5,000,001 - $20,000,000: 1.25% $20,000,001+: 1.00% $0 - $1,000,000: 1.00% $1,000,001+: 0.50% All Assets+: 0.75% All Assets+: 1.50% All Assets+: 1.50%
Insurance commissions are earned separately by licensed insurance agents for selling insurance products including Fixed Index Annuities.
Hampton Bays, NY
New York
East End Group Wealth Management
2012 - Present (14 years)
East End Group, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Westhampton, NY
FlexIncome Fund
Series 65
Sag Harbor, NY
Ravello Partners LLC
Series 63, Series 65
Southampton, NY
Palm Capital Group LLC
CFA®, Series 63, Series 65
Sag Harbor, NY
Majority Asset Management, Inc.
Series 65
Sagaponack, NY
Powder Ridge Capital LP
Series 63, Series 65
Riverhead, NY
Peconic Asset Planning
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