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Stephen Robert Blahovec

North River Wealth Advisors

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About Stephen Robert Blahovec

Stephen Blahovec is a Registered Investment Advisor (IA) and a Registered Representative (RR) with North River Wealth Advisors. Stephen has been in the securities industry for 9 years and has Series 7, 63 and 65 licenses. Stephen was previously with BNY MELLON SECURITIES CORPORATION, and MBSC SECURITIES CORPORATION. North River Wealth Advisors is a Pittsburgh, Pennsylvania based investment advisory firm. Stephen's firm, North River Wealth Advisors, manages approximately $45,114,658 in client assets. North River Wealth Advisors provides financial planning services for individuals and businesses.

Firm Information

Stephen Blahovec is currently registered with North River Wealth Advisors. North River Wealth Advisors is a registered investment advisor with approximately $45 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals and businesses. The firm serves a diverse client base, with 24 high-net-worth individuals and 58 other individual clients.

$45.11M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Blahovec’s Registration & Firm History

PA

07/27/2022 - Present

North River Wealth Advisors (PITTSBURGH PA)

PA

12/02/2020 - 02/22/2022

BNY MELLON SECURITIES CORPORATION (PITTSBURGH PA)

PA

01/28/2013 - 09/19/2016

MBSC SECURITIES CORPORATION (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 03/31/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Robert Blahovec.
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