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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mazzuchelli is a registered investment advisor representative at Bahl & Gaynor Inc., a firm that provides financial planning, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, individuals, and investment companies. Steven Mazzuchelli has been in the industry since 2009 and is currently registered in Connecticut and New York. Steven Mazzuchelli's previous experience includes roles at Advisors Asset Management, Inc., Quasar Distributors, LLC, First Dominion Capital Corp., Northern Lights Distributors, LLC, TSC Distributors, LLC, and Eaton Vance Distributors, Inc. Steven Mazzuchelli has passed the Series 6, Series 7, Series 63, and Series 65 exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
02/28/2024 - Present
Bahl & Gaynor Inc. (CINCINNATI OH)
CO
11/01/2019 - 07/06/2023
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
ME
03/26/2018 - 10/31/2019
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
VA
01/03/2017 - 02/28/2018
FIRST DOMINION CAPITAL CORP. (RICHMOND VA)
NE
02/22/2016 - 12/31/2016
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NY
11/24/2009 - 02/18/2016
TSC DISTRIBUTORS, LLC (NEW YORK NY)
MA
12/21/2007 - 03/06/2009
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 11/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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