Stephen SovieroCRD Number: 6581713
Current Firm: Aj Wealth
Stephen Soviero (CRD# 6581713) is an Investment Advisor Representative working at Aj Wealth in New York, NY and has over 2 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Aj Wealth||New York, NY||Jan 2021 - Current||< 1|
|Aj Wealth||New York, NY||Jan 2019 - Dec 2020||1|
|Aj Wealth||New York, NY||Jun 2017 - Dec 2018||1|
|Fairfield University||Fairfield, CT||Sep 2016 - May 2017||< 1|
|Brookfield Property Partners||New York, NY||Jun 2016 - Aug 2016||< 1|
|Morgan Stanley||New York, NY||Dec 2015 - May 2016||< 1|
|Fairfield University||Fairfield, CT||Sep 2015 - May 2016||< 1|
|Lane Office||New York, NY||Jun 2015 - Sep 2015||< 1|
|Fairfield University||Fairfield, CT||Sep 2014 - May 2015||< 1|
|Lane Office||New York, NY||Jun 2014 - Sep 2014||< 1|
|Fairfield University||Fairfield, CT||Sep 2013 - May 2014||< 1|
|Lane Office||New York, NY||Jun 2013 - Sep 2013||< 1|
|Garden City High School||Garden City, NY||Sep 2009 - Jun 2013||3|
|Lane Office||New York, NY||Jun 2012 - Sep 2012||< 1|
|Garden City Casino||Garden City, NY||Jun 2011 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management2,037MILLIONS
Total Number of Accounts1,060ACCOUNTS
Average Account Value$1,921,698
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, LA, MA, NH, NJ, NY, OH, TX
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