Steve Vujevich, financial advisor Columbus OH

Steve Vujevich

CRD Number: 2886012
Current Firm: Summit Financial, LLC

Steve Vujevich (CRD# 2886012) is an Investment Advisor Representative working at Summit Financial, LLC in Columbus, OH and has over 24 years of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor Columbus OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Drew Lehman, financial advisor Columbus OH
Drew Lehman
CRD# 5706352
Inspire Advisors, LLC
Company Name Location Dates Years
Summit Financial, LLC Parsippany, NJ Jun 2021 - Current 2
Keebeck Wealth Management LLC Columbus, OH Jun 2020 - Jun 2021 1
Bank Of America Na Columbus, OH Jun 2011 - Jun 2020 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Aug 2004 - Jun 2020 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steve C. Vujevich
Phone Number: 973-285-3600
Registered State(s):
  • NJ
  • OH
By the Numbers
  • Total Assets Under Management
    6,154
    MILLIONS
  • Total Number of Accounts
    11,930
    ACCOUNTS
  • Average Account Value
    $515,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

Ready to hire a financial advisor? Get competitive proposals from Steve Vujevich and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.