Steven Massey (CRD# 1161171) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Milford, CT and has over 25 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovereign Financial Group, Inc. Dba Massey Financial Services | Milford, CT | Jan 2020 - Current | 4 |
| Sjm Enterprises | Milford, CT | Jun 2014 - Current | 9 |
| Massey Financial Services | Milford, CT | Jan 1983 - Current | 41 |
| Raymond James Financial Services Advisors, Inc. | Milford, CT | Jan 2009 - Dec 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
- CT
-
Total Assets Under Management717MILLIONS
-
Total Number of Accounts2,998ACCOUNTS
-
Average Account Value$239,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, PA, TX, UT, VA, WA
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