Steven Faggiolly, financial advisor Redwood City CA
93 score

Steven Faggiolly

CRD Number: 4472943
Current Firm: Kestra Advisory Services, LLC

Steven Faggiolly (CRD# 4472943) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Redwood City, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 2
Strategic Retirement Partners Shorewood, IL Jan 2016 - Current 2
Independent Insurance Agent Redwood City, CA Jan 2002 - Current 16
Ascent Wealth Management Group Redwood City, CA Jan 2002 - Current 16
Nfp Advisor Services, LLC Austin, TX Jul 2014 - Apr 2016 1
401k Advisors Inc. Aliso Viejo, CA Apr 2013 - Jan 2016 2
Financial Telesis Inc. San Rafael, CA May 2010 - Jul 2014 4
Intersecurities, Inc. Redwood City, CA Jun 2003 - Jun 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Steven P. Faggiolly
Phone Number: 7374437101
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, 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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