Steven Gottlieb, financial advisor Albany NY
93 score

Steven Gottlieb

CRD Number: 5599747
Current Firm: Private Advisor Group, LLC

Steven Gottlieb (CRD# 5599747) is an Investment Advisor Representative working at Private Advisor Group, LLC in Albany, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Jul 2013 - Current 3
Lpl Financial LLC Albany, NY Jul 2013 - Current 3
Valic Financial Advisors, Inc. Latham, NY Oct 2012 - Jul 2013 < 1
The Ayco Company, L.p./mercer Allied Albany, NY Nov 2009 - Sep 2012 2
Mcginn, Smith & Company, Inc. Clifton Park, NY Mar 2009 - Aug 2009 < 1
Morgan Stanley & Company Incorporated Albany, NY Sep 2008 - Feb 2009 < 1
Driveway Doctors Queensbury, NY Jun 2008 - Sep 2008 < 1
Glens Falls High School Glens Falls, NY May 2008 - May 2008 < 1
Hadley Luzerne School Luzerne, NY May 2008 - May 2008 < 1
Alpha Tau Omega Inc. Indianapolis, IN Jun 2007 - Apr 2008 < 1
St Lawrence University Canton, NY Aug 2003 - Jun 2007 3
Sagamore Golf Course Bolton Landing, NY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Steven E. Gottlieb
Phone Number: 973-538-7010
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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