Steven MarantzCRD Number: 1082207
Current Firm: Citizens Securities, Inc.
Steven Marantz (CRD# 1082207) is an Investment Advisor Representative working at Citizens Securities, Inc. in Springfield, MA and has over 34 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Cco Investment Services Corp||Springfield, MA||May 2014 - Current||2|
|Stafford Savings Bank||Stafford Springs, CT||Mar 2013 - May 2014||1|
|Infinex Investments, Inc.||Rockville, CT||Jun 2008 - May 2014||5|
|Rockville Bank||Rockville, CT||Jun 2008 - Feb 2013||4|
|Banc Of America Investment Services, Inc.||Springfield, MA||Dec 2006 - Jun 2008||1|
|Banc Of America Insurance Services, Inc.||East Springfield, MA||Dec 2006 - Jun 2008||1|
|Bancnorth Investment Group, Inc.||St. Cloud, MN||Jan 2005 - Dec 2006||1|
|Td Banknorth||Springfield, MA||Sep 2001 - Dec 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Criminal Record
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.