Steven Wolters, financial advisor Saint Petersburg FL
90 score

Steven Wolters

CRD Number: 6124686
Current Firm: Raymond James & Associates, Inc.

Steven Wolters (CRD# 6124686) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. St Petersburg, FL May 2015 - Current 1
Edward Jones Chelsea, MI Oct 2012 - Apr 2015 2
Pizza House Inc. Ann Arbor, MI Aug 2011 - Oct 2012 1
University Of Michigan Ann Arbor, MI Aug 2011 - Sep 2012 1
University Of Michigan Ann Arbor, MI Jul 2005 - Aug 2012 7
National Heritage Academies Detroit, MI Aug 2010 - Aug 2011 1
Pesg LLC Ann Arbor, MI Apr 2010 - Jun 2010 < 1
Ann Arbor Public Schols Ann Arbor, MI May 2009 - Jun 2010 1
University Of Michigan Ann Arbor, MI Jan 2006 - Jan 2010 4
Gatorade Ann Arbor, MI Jun 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Steven T. Wolters
Phone Number: 727-567-1000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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