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Steven Joseph Haug

Great Valley Advisor Group, Inc.

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About Steven Joseph Haug

Steven Joseph Haug has been in the financial services industry since 2008. Steven is currently registered with Great Valley Advisor Group, Inc. in Boca Raton, FL and Wilmington, DE. Steven is a Registered Representative, Investment Adviser Representative and holds Series 66, SIE and Series 7 securities licenses. Steven was previously affiliated with Ameriprise Financial Services, Inc. in Boca Raton, FL. Steven is also registered as an Investment Advisor Representative in Florida.

Firm Information

Steven Haug is currently registered with Great Valley Advisor Group, Inc.. Great Valley Advisor Group, Inc. is an investment advisor headquartered in Wilmington, Delaware. The firm has over 175 investment advisor representatives and manages over $7.3 billion in assets for clients including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm provides a range of services including financial planning, portfolio management, and educational seminars.
Great Valley Advisor Group, Inc.

1200 PENNSYLVANIA AVE

WILMINGTON, DE 19806

$7.34B

Assets Under Management

87

Total Clients

144

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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consulting services

Consulting services

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 Haug’s Registration & Firm History

FL

03/29/2022 - Present

Great Valley Advisor Group, Inc. (Boca Raton FL)

FL

06/30/2008 - 12/08/2014

AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 07/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Joseph Haug.
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