Steven Grabarczyk, financial advisor Fort Myers FL

Steven Grabarczyk

CRD Number: 1827322
Current Firm: Regal Advisory Services, Inc.

Steven Grabarczyk (CRD# 1827322) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in Fort Myers, FL and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Regal Securities Ft. Myers, FL Jun 2007 - Current 16
Regal Advisory Services Ft. Myers, FL Jun 2007 - Current 16
Super T Shirts Ft. Myers, FL Dec 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
S65 NASAA Investment Advisors Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Apr 2016
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 Steven M. Grabarczyk
Phone Number: 877-488-6537
Registered State(s):
  • FL
  • LA
  • OH
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $348,822
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

AL, AR, AZ, CA, FL, IL, LA, MA, ME, MI, NC, NJ, NY, OH, OK, TN, TX, VT

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