Stephen Soviero, financial advisor New York NY

Stephen Soviero

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Stephen M. Soviero
Phone Number: (212) 729-7750
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    2,037
    MILLIONS
  • Total Number of Accounts
    1,060
    ACCOUNTS
  • Average Account Value
    $1,921,698
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, FL, LA, MA, NH, NJ, NY, OH, TX

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