Steven Rotello, financial advisor Saint Louis MO

Steven Rotello

CRD Number: 4228803
Current Firm: Mosaic Family Wealth

Steven Rotello (CRD# 4228803) is an Investment Advisor Representative working at Mosaic Family Wealth in Saint Louis, MO and has over 23 years of experience in the finance industry. Steven Rotello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mosaic Family Wealth Partners, LLC St. Louis, MO Jan 2022 - Current 2
Purshe Kaplan Sterling Investments, Inc. Greenwood Village, CO Nov 2017 - Current 6
Mosaic Family Wealth, LLC Greenwood Village, CO Nov 2017 - Dec 2021 4
Ubs Financial Services Inc. Denver, CO Sep 2008 - Nov 2017 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Steven G. Rotello
Phone Number: 314-627-5220
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,244
    MILLIONS
  • Total Number of Accounts
    3,264
    ACCOUNTS
  • Average Account Value
    $381,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, KS, LA, MI, MO, NC, NV, NY, OH, OR, TX, WA, WI

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