Stephen Ventimiglia (CRD# 1578599) is an Investment Advisor Representative working at Saratoga Capital Management,llc in Avondale, AZ and has over 37 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Saratoga Capital Management, LLC | Garden City, NY | May 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
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Total Assets Under Management162MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$161,541,181
- A percentage of assets under your management
- Other
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Other
AZ, MI
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