Steven Oroho, financial advisor Mount Arlington NJ

Steven Oroho

CRD Number: 4943091
Current Firm: Avantax Advisory Services

Steven Oroho (CRD# 4943091) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 18 years of experience in the finance industry. Steven Oroho has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avantax Advisory Services Mount Arlington, NJ Jan 2023 - Current 1
Avantax Insurance Services Mount Arlington, NJ Jan 2023 - Current 1
Avantax Investment Services Inc. Mount Arlington, NJ Jan 2023 - Current 1
Nisivoccia Wealth Advisors, LLC Mount Arlington, NJ Dec 2022 - Current 1
State Of Nj Trenton, NJ Jan 2008 - Current 16
Rams Golf, LLC Salem, NJ Jan 2007 - Current 17
Sro Financial Services, LLC Franklin, NJ Jan 2003 - Current 21
Cadaret, Grant & Company, Inc. Paramus, NJ Apr 2005 - Dec 2022 17
Stonebridge Capital Management Paramus, NJ Jan 2005 - Dec 2022 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Steven V. Oroho
Phone Number: 972-870-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
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, VT, WA, WI, WV, WY

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