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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

SPOKANE, WA

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Steven Nowland is a financial advisor with Stifel, Nicolaus & Company, Inc. with offices in Spokane, WA. Steven has been a registered representative in the securities industry since February 1993. Steven is a registered representative with Series 3, 7, 8, 63 and 65 licenses. Steven has worked with Morgan Stanley since June 2009. Steven is also registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, Ohio, Oregon, South Dakota, Texas, Utah, Virginia, Washington and Wyoming.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Silvercrest Asset Management Group LLC | CFA ® (Certifications)

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Steven Richard Lilly is a financial advisor with Silvercrest Asset Management Group LLC, specializing in investments for individuals, corporations, investment companies, and pooled investment vehicles. Steven has been in the industry since 2007 and holds a Series 6 and Series 63 license, along with the designation of Chartered Financial Analyst. Steven previously worked at Cortina Asset Management in Milwaukee, Wisconsin, and ALPS Distributors, Inc.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Pathstone | CFP ®,CFA ® (Certifications)

location

BELLEVUE, WA

0 Disclosures

ADVISOR BIO

Steven Delucia is a financial advisor at Pathstone. Steven has been a financial advisor for over 10 years, and has experience working with high-net-worth individuals, families, and institutions. Steven is a Certified Financial Planner and a Chartered Financial Analyst. Steven is also a registered representative in Washington. Steven's specialties include financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Steven Earl Farkas is a financial advisor at Blackrock Investment Management, LLC. Steven has been in the financial services industry since April 2009. Steven has Series 7, Series 63 and Series 65 licenses. Steven is also registered in 53 states and the District of Columbia.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Steven Robert Sheresky is a registered investment advisor representative with RBC Capital Markets, LLC. Steven has been in the securities industry since March 18, 1985. Steven holds Series 7, 8, 63 and 65 licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and several states, including New York and Texas. Steven has worked previously with Morgan Stanley and J.P. Morgan Securities LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ladenburg Thalmann Asset Management Inc.

location

Boca Raton, FL

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Steven Zeitchick is a financial advisor with over 25 years of experience in the industry. Steven is registered with Ladenburg Thalmann Asset Management Inc. and has held previous positions with Securities America, Inc., Ladenburg Capital Management Inc. and GBI Capital Partners Inc. Steven's areas of expertise include providing model recommendations to other RIAs, as well as portfolio management services for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL RECOMMENDATIONS TO OTHER RIAS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

NEW HYDE PARK, NY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Steven Wagner is a financial advisor with HSBC Securities (USA) Inc., located in NEW HYDE PARK, NY. Steven has been in the financial industry for over 20 years, and is registered as a Registered Representative and Investment Advisor Representative in New York. Steven holds the Series 7, 24, 63, 66, and SIE licenses. He has previously worked for CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

JAMESTOWN, ND

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Steven Sedler is a financial advisor with Stifel, Nicolaus & Company, Inc. in Jamestown, North Dakota. Steven has been in the financial services industry since 2010 and holds Series 6, 7, 63, and 66 licenses. Steven's previous experience includes roles at Wells Fargo Clearing Services, LLC and Thrivent Investment Management Inc. in Jamestown, North Dakota.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Connors Investor Services Inc. | CFP ® (Certifications)

location

WYOMISSING, PA

0 Disclosures

ADVISOR BIO

Steven Silverman is an Investment Advisor Representative with Connors Investor Services Inc. The firm was founded in 1997 and is located in Wyomissing, Pennsylvania. The firm provides investment advice and portfolio management to a variety of clients including high net worth individuals, charitable organizations, and corporations. Steven has been with Connors Investor Services Inc. since 1997 and has a Series 65 license. The firm's main office is located at 1210 Broadcasting Road, Suite 200, Wyomissing, PA 19610-3213. Steven is also the owner and president of Old Mill Management, LLC, a commercial real estate, rental and management company.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Allspring Funds Management, LLC

location

San Francisco, CA

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Steven Mullin is a financial advisor who has been working in the financial industry since 1999. He is currently registered with Allspring Funds Management, LLC, a firm that provides portfolio management services to a wide range of clients, including individuals, businesses, and investment companies. Steven has a strong background in the industry, having worked with several prominent firms including Wells Fargo Funds Distributor, LLC, Wells Fargo Investments, LLC, and Franklin/Templeton Distributors, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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