# STEPHEN P. MOULTON & ASSOCIATES, LTD.

STEPHEN P. MOULTON & ASSOCIATES, LTD. of LEROY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 106955
- Type: SEC-registered investment adviser
- SEC file number: 801-47378
- Location: 7133 WEST MAIN, LEROY, NY, 14482
- Phone: 585-768-8760
- Latest filing: 2010-03-30
- Regulatory AUM: $42.0M
- Discretionary AUM: $41.2M
- Non-discretionary AUM: $772K
- Clients: 1
- Accounts: 95

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [MOULTON STEPHEN PAUL](https://search.stillhousedata.com/person/738691) | CHAIRMAN BD, PRESIDENT & CEO, 100% OWNER; CHAIRMAN BD, PRESIDENT & CEO, 50% OWNER; CHAIRMAN BD, PRESIDENT & CEO, OWNER (+5 more) | — |
| [MOULTON MARTINA MARY](https://search.stillhousedata.com/person/738692) | ACTING CHIEF COMPLIANCE OFFICER, ACTING PRESIDENT & ACTING CEO; DIRECTOR, AUTHORIZED TO ACT AS PRES, CEO, COO; AUTHORIZED TO VOTE STOCK; DIRECTOR, CORPORATE SECRETARY | — |
| [FIEN ANTHONY BARRY](https://search.stillhousedata.com/person/781179) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106955/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106955/similar
- Related entities: https://search.stillhousedata.com/firm/106955/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106955

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.