Stephen Sciannella (CRD# 7576499) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Potomac, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2024 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2023 - Current | < 1 |
| Paychex Securities Corporation | Bowie, MD | Jun 2022 - Jun 2023 | 1 |
| Paychex, Inc. | Bowie, MD | Jun 2022 - Jun 2023 | 1 |
| Paychex, Inc. | Owings Mills, MD | Dec 2015 - Jun 2022 | 6 |
| Power Home Remodeling Group | Greenbelt, MD | Jun 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2022 |
- MD
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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