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Steven Joseph Slomberg

Familywealth

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About Steven Joseph Slomberg

Steven Joseph Slomberg is an Investment Advisor Representative with Familywealth Advisers, LLC. Steven has been in the financial services industry for over 20 years. Steven is registered in Ohio. Steven's prior registrations include Variable Investment Advisors, Inc., Richfield Orion International, Inc., Sammons Securities Company, LLC, Walnut Street Securities, Inc., and WMA Securities, Inc. Steven has passed the Series 6 and SIE exams. Steven is also the President/Sales for S.J. Slomberg Inc. d/b/a Equity Financial Services in Stow, Ohio.

Firm Information

Steven Slomberg is currently registered with Familywealth. Familywealth is an investment advisor based in Lake Mary, FL, with 12 investment advisor representatives and 9 licensed agents. The firm manages $316,315,559 in assets under management, providing advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer advice to use models of related investment advisors.
Familywealth

255 PRIMERA BLVD

LAKE MARY, FL 32746

$316.32M

Assets Under Management

1

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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advice to use models of related investment adviser

Advice to use models of related investment adviser

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 Slomberg’s Registration & Firm History

OH

01/09/2018 - Present

Familywealth (STOW OH)

SD

03/09/2016 - 12/26/2017

VARIABLE INVESTMENT ADVISORS, INC. (TEA SD)

OH

11/05/2010 - 03/09/2016

RICHFIELD ORION INTERNATIONAL, INC. (STOW OH)

OH

02/09/2002 - 11/01/2010

SAMMONS SECURITIES COMPANY, LLC (STOW OH)

CA

09/02/1998 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

06/18/1998 - 07/10/1998

WALNUT STREET SECURITIES, INC.

GA

02/16/1998 - 06/29/1998

WMA SECURITIES, INC. (DULUTH GA)

NY

01/21/1994 - 12/13/1996

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Joseph Slomberg.
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