Steven Marziotto, financial advisor Pittsburgh PA
93 score

Steven Marziotto

CRD Number: 1844189
Current Firm: Prudential Financial Planning Services

Steven Marziotto (CRD# 1844189) is an Investment Advisor Representative working at Prudential Financial Planning Services in Pittsburgh, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities Corporation Rockaway, NJ May 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Steven M. Marziotto
Phone Number: 800-235-7637
Registered State(s):
  • OH
  • WV
  • PA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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