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Steven F Minninger

William Joseph Capital Management, Inc.

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About Steven F Minninger

Steven F. Minninger is an investment advisor representative at William Joseph Capital Management, Inc., a Registered Investment Advisor firm. Steven has over 15 years of experience in the financial services industry. His professional experience includes positions at ETICO Partners, LLC, Benchmark Investments, LLC, and Securities America, Inc. Steven holds the Series 66, Series 31, and Series 7 licenses and is also a Certified Financial Planner.

Firm Information

Steven Minninger is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

Total Clients

19

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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other

Selection of other advisers

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Steven Minninger’s Registration & Firm History

CT

10/27/2022 - Present

William Joseph Capital Management, Inc. (BRISTOL CT)

CT

01/21/2022 - 04/19/2023

ETICO PARTNERS, LLC (Stamford CT)

CT

04/09/2020 - 01/20/2022

BENCHMARK INVESTMENTS, LLC (Stamford CT)

CT

08/07/2018 - 04/13/2020

ETICO PARTNERS, LLC (Stamford CT)

CT

03/26/2010 - 08/06/2018

SECURITIES AMERICA, INC. (STAMFORD CT)

CT

04/20/2007 - 03/30/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)

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Licenses & Designations

BOTH

Issued 05/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 04/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven F Minninger.
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