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Steven Zanolli

Pruco Securities, LLC

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About Steven Zanolli

Steven Zanolli is a financial advisor in Tampa, Florida. Steven is registered with Pruco Securities, LLC and Sandy Morris Financial & Estate Planning Services, LLC. Steven has been working in the financial industry since 2001. Steven has experience working at a variety of firms including G.F. Investment Services, LLC, Midamerica Financial Services, Inc., Berthel, Fisher & Company Financial Services, Inc., Legacy Financial Services, Inc., and Morgan Stanley DW Inc. Steven has a Series 7, Series 63 and Series 65 license. Steven specializes in providing financial planning services, portfolio management services, and selection of other advisors.

Firm Information

Steven Zanolli is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Compensation from lpl enterprise, llc

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Steven Zanolli’s Registration & Firm History

FL

10/28/2024 - Present

Pruco Securities, LLC (TAMPA FL)

FL

02/11/2016 - 12/31/2018

G.F. INVESTMENT SERVICES, LLC (Tampa FL)

FL

10/06/2006 - 12/07/2015

MIDAMERICA FINANCIAL SERVICES, INC. (TAMPA FL)

FL

11/09/2005 - 07/05/2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PALM HARBOR FL)

CA

12/06/2002 - 11/08/2005

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

NY

04/23/2001 - 10/31/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/19/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Zanolli.
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