Steven Cacciutti (CRD# 5772764) is an Investment Advisor Representative working at Commonwealth Financial Network in Berwyn, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wsfs Wealth Investments | Berwyn, PA | Jul 2022 - Current | 1 |
| Commonwealth Financial Network | Waltham, MA | Jul 2022 - Current | 1 |
| Ameriprise Financial Services, LLC | West Chester, PA | Mar 2021 - Jul 2022 | 1 |
| Citizens Securities, Inc. | Glen Mills, PA | Sep 2018 - Mar 2021 | 2 |
| Rental Properties | Media, PA | Jan 2002 - Mar 2021 | 19 |
| Thrive Insurance Group, LLC | Fort Washington, PA | May 2017 - Aug 2018 | 1 |
| Thrive Financial Services, LLC | Fort Washington, PA | Mar 2017 - Aug 2018 | 1 |
| Thrive Capital Management LLC | Fort Washington, PA | Nov 2016 - Aug 2018 | 1 |
| Lincoln Investment | Marlton, NJ | Nov 2014 - Oct 2016 | 1 |
| The Investment Center Inc. | Warren, NJ | Jul 2014 - Nov 2014 | < 1 |
| Bealler19 Properities | Media, PA | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- PA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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