Steven Sapirstein, financial advisor Fort Lauderdale FL
93 score

Steven Sapirstein

CRD Number: 2014526
Current Firm: Janney Montgomery Scott LLC

Steven Sapirstein (CRD# 2014526) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Boca Raton, FL Jul 2013 - Current 3
Raymond James & Associates Boca Raton, FL Jan 2012 - Jul 2013 1
Morgan Stanley Smith Barney Boca Raton, FL Jun 2009 - Jan 2012 2
Citigroup Global Markets Inc. Boca Raton, FL Aug 1999 - Jun 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Steven C. Sapirstein
Phone Number: 215-665-6000
Firm Website: http://www.janney.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    19,593
    MILLIONS
  • Total Number of Accounts
    60,602
    ACCOUNTS
  • Average Account Value
    $323,312
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
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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