Stephen Lulla
Maidstone Wealth Management · Cambridge, New York
Stephen Lulla is a fee-only financial advisor at Maidstone Wealth Management in Cambridge, New York. Maidstone Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Maidstone Wealth Management |
|---|---|
| Based in | Cambridge, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $27.4M across 32 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1365623 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.maidstone-wm.com |
How Stephen's firm compares
- Maidstone Wealth Management's average account is about $856,000, from its Form ADV (assets managed divided by 32 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Lulla a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Maidstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Maidstone Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Lulla based?
Stephen Lulla is based in Cambridge, New York.
Is Stephen Lulla registered with the SEC?
Yes. Stephen Lulla is registered as an investment adviser representative in NY (CRD 1365623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Maidstone Wealth Management manage?
Maidstone Wealth Management reports $27.4M across 32 accounts in assets under management.
How do I contact Stephen Lulla?
Through Stephen's website, www.maidstone-wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.