Steven VarroneCRD Number: 1050044
Current Firm: Ancora Advisors LLC
Steven Varrone (CRD# 1050044) is an Investment Advisor Representative working at Ancora Advisors LLC in Mayfield Heights, OH and has over 22 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Inverness Securities LLC||Cleveland, OH||Jan 2016 - Current||2|
|America Northcoast Securities, Inc.||Cleveland, OH||Jan 2014 - Current||4|
|Ancora Advisors LLC||Cleveland, OH||Jan 2014 - Current||4|
|Safeguard Securities Inc.||Cleveland, OH||Jan 2014 - Dec 2015||1|
|Fifth Third Securities, Inc.||Cincinnati, OH||Dec 2000 - Jan 2014||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1995|
Total Assets Under Management3,594MILLIONS
Total Number of Accounts837ACCOUNTS
Average Account Value$4,294,191
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, HI, IL, MI, NH, NY, OH, PA, SC, TX, WI
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