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Steven Brian Shaiman

Colorado Financial Service Corp.

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About Steven Brian Shaiman

Steven Shaiman is a financial advisor with Colorado Financial Service Corp. Steven has been in the financial services industry since January 22, 2001. Steven is registered with the state of New Jersey as both a broker-dealer and an investment advisor. Steven is also a Certified Public Accountant (CPA). Steven has experience providing tax and accounting services, and also holds a real estate license.

Firm Information

Steven Shaiman is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Steven Shaiman’s Registration & Firm History

NJ

07/13/2018 - Present

Colorado Financial Service Corp. (livingston NJ)

FL

01/02/2004 - 12/15/2017

CALTON & ASSOCIATES, INC. (TAMPA FL)

NY

04/24/2002 - 12/04/2003

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

05/05/2000 - 03/20/2002

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2009

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/24/2005

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 05/04/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven Brian Shaiman. Review regulatory record here.
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