Steven BartzCRD Number: 3007487
Current Firm: Graybill Bartz Associates, Ltd
Steven Bartz (CRD# 3007487) is an Investment Advisor Representative working at Graybill Bartz Associates, Ltd in Elmhurst, IL and has over 24 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Graybill, Bartz & Associates, Ltd.||Elmhurst, IL||Nov 1996 - Current||25|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management362MILLIONS
Total Number of Accounts496ACCOUNTS
Average Account Value$729,264
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, IL, NH, TX, WI
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