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Steven Michael Ivcic

Bancroft Capital, LLC

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About Steven Michael Ivcic

Steven Ivcic is an investment advisor representative at Bancroft Capital, LLC, a firm based in Fort Washington, PA. Steven has been in the securities industry since 1983 and has experience with a variety of firms. He has a Series 7, Series 63, Series 24, Series 79TO and SIE license. Steven is also registered in over 30 states. Steven's specializations include portfolio management for individuals and pension consulting.

Firm Information

Steven Ivcic is currently registered with Bancroft Capital, LLC. Bancroft Capital, LLC is a Limited Liability Company formed in July 2017. The firm provides financial planning and pension consulting services to a variety of clients. They are registered with the SEC and in 34 states. They have 4 investment adviser representatives and 4 registered representatives.

Not reported

Assets Under Management

Not reported

Total Clients

30

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.

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 Ivcic’s Registration & Firm History

PA

06/15/2018 - Present

Bancroft Capital, LLC (FORT WASHINGTON PA)

NY

11/01/2010 - 06/14/2018

DREXEL HAMILTON, LLC (NEW YORK NY)

NY

10/19/2009 - 11/04/2010

NORTHEAST SECURITIES, INC. (NEW YORK NY)

PA

07/12/2005 - 09/23/2009

WELLS FARGO ADVISORS, LLC (YARDLEY PA)

NY

08/11/2004 - 07/21/2005

OPPENHEIMER & CO. INC. (NEW YORK NY)

NJ

01/22/2001 - 09/09/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

03/27/1989 - 10/17/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NA

07/25/1987 - 05/18/1989

COUNTY NATWEST GOVERNMENT SECURITIES, INC.

NA

02/19/1982 - 04/24/1986

PRUDENTIAL-BACHE SECURITIES INC.

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Licenses & Designations

IA

Issued 01/31/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/04/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven Michael Ivcic.
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