Stephen Esposito has been Managing Member, Managing Partner of Accretive Wealth Partners since December 2018, is a control person of the firm and directly owns between 25% and 50% of it.
Accretive Wealth Partners, LLC is a Parsippany, NJ firm with $505M under management, 204 clients and 3 advisers in one office, as of its June 2026 filing.
Stephen Esposito is Managing Partner and Wealth Advisor at Accretive Wealth Partners. He is primarily responsible for managing all aspects of the client relationship and leads the firm's financial planning initiative. He has over 14 years of experience providing financial advice to high-net worth families and, before co-founding Accretive, was a Senior Financial Advisor for a hybrid broker-dealer and registered investment adviser in Northern New Jersey.
Stephen Esposito’s longest registration was 7 years at Macro Consulting Group (2011–2019). Before joining Accretive Wealth Partners in 2019, Stephen Esposito was registered through Macro Consulting Group.
- – present · 7 yearsParsippany, NJ · Adviser representative · Firm CRD 299544
- Macro Consulting Group– · 7 yearsParsippany, NJ · Adviser representative · Firm CRD 108755
Professional designations
Listed by Accretive Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stephen Esposito is registered as an investment adviser representative in New Jersey, since February 2019.
- New JerseySince 8 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 November 2010 |
| Series 7 | General Securities Representative Examination | 9 March 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 July 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stephen Dino Esposito
- CRD
- 5568332
- Firm
- Accretive Wealth Partners · CRD 299544
- Role
- Managing Member, Managing Partner
- Office
- 1 GATEHALL DRIVE, SUITE 207, Parsippany, NJ 07054
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- accretivewealthpartners.com
Where does Stephen Esposito work?
Stephen Esposito has been Managing Member, Managing Partner of Accretive Wealth Partners, LLC since December 2018, and is a control person of the firm.
Is Stephen Esposito a financial advisor?
Yes. Stephen Esposito has a current investment-adviser registration in New Jersey, through Accretive Wealth Partners since February 2019.
How many years of experience does Stephen Esposito have?
Stephen Esposito has 18 years in the financial industry, since September 2008, across 2 adviser firms.
What exams has Stephen Esposito passed?
Stephen Esposito has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in July 2008. FINRA credited Stephen Esposito with the SIE, which began in October 2018.
Where did Stephen Esposito work before Accretive Wealth Partners?
Before Accretive Wealth Partners, Stephen Esposito was registered through Macro Consulting Group, February 2011 to January 2019.
Where is Stephen Esposito based?
Stephen Esposito’s registered office is in Parsippany, NJ.
Is Stephen Esposito registered with FINRA?
No. Stephen Esposito has no current broker registration.
Is Stephen Esposito a CFP?
Accretive Wealth Partners lists Stephen Esposito with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Stephen Esposito biography, accretivewealthpartners.com
How can I verify Stephen Esposito’s record?
Search CRD 5568332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Esposito’s full registration record.
