Stephen Acerra, financial advisor Milton MA

Stephen Acerra

CRD Number: 2054637
Current Firm: Securities America Advisors, Inc.

Stephen Acerra (CRD# 2054637) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Milton, MA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Milton, MA Sep 2020 - Current 3
Securities America Advisors, Inc. Milton, MA Sep 2020 - Current 3
Ssn Advisory, Inc. Milton, MA Jan 2006 - Sep 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Stephen M. Acerra
Phone Number: 402-399-9111
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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