Stephen Valelly is an investment adviser representative (IAR) with state registration records since 2006, appearing at 5 firms. Currently registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2025-02-06 | present | Yes |
| XO WEALTH MANAGEMENT | 2025-01-17 | 2025-02-14 | — |
| XO WEALTH MANAGEMENT | 2018-09-25 | 2024-12-31 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2013-05-15 | 2018-08-03 | — |
| LEUCADIA ASSET MANAGEMENT LLC | 2010-04-23 | 2013-05-16 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-03-06 | 2010-04-29 | — |