Steven Bendinelli, financial advisor Reno NV
93 score

Steven Bendinelli

CRD Number: 1320555
Current Firm: Wespac Advisors, LLC

Steven Bendinelli (CRD# 1320555) is an Investment Advisor Representative working at Wespac Advisors, LLC in Reno, NV and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Nbc Pardners, Pllc Mead, WA Sep 2015 - Current 1
Wespac Advisors, LLC Reno, NV Jul 2012 - Current 4
Foothill Securities, Inc. Santa Clara, CA Aug 2010 - Jul 2012 1
Broadwing Capital Advisors, Inc. Mill Valey, CA Sep 2010 - Jun 2012 1
Ams Advisors LLC Austin, TX Apr 2009 - Aug 2010 1
Unemployed Tiburon, CA Nov 2008 - Mar 2009 < 1
Cai Compass Institutional Services, LLC Portland, OR Oct 2005 - Oct 2008 3
Compass Advisors, LLC Portland, OR Oct 2005 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Steven P. Bendinelli
Phone Number: 510-287-5255
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    158
    MILLIONS
  • Total Number of Accounts
    363
    ACCOUNTS
  • Average Account Value
    $434,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, NV, OR, TX, WA

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

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