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 21 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Inverness Securities LLC||Cleveland, OH||Jan 2016 - Current||< 1|
|America Northcoast Securities, Inc.||Cleveland, OH||Jan 2014 - Current||2|
|Ancora Advisors LLC||Cleveland, OH||Jan 2014 - Current||2|
|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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