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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 Barry Braverman is an Investment Advisor Representative associated with Pathstone. Steven is a registered Investment Advisor Representative in Arizona, California, Massachusetts and New Jersey. Steven has been in the industry since 2003 and has experience with various aspects of financial planning and investment management.
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.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
01/02/2025 - Present
Pathstone (ENGLEWOOD NJ)
NJ
09/09/2005 - 10/02/2006
PURSHE KAPLAN STERLING INVESTMENTS (ENGLEWOOD CLIFFS NJ)
NY
10/22/2003 - 05/21/2004
TAHOE SPECIALISTS LLC (PEARL RIVER NY)
NY
09/26/2003 - 05/21/2004
TAHOE TRADING, LLC (NEW YORK NY)
BC
Issued 03/01/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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