Steven Slomberg (CRD# 2442979) is an Investment Advisor Representative working at Familywealth in Stow, OH and has 1 year of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Familywealth Advisers, LLC | Stow, OH | Jan 2018 - Current | 6 |
| Variable Investment Advisors Inc. | Sioux Falls, SD | Mar 2016 - Current | 8 |
| Advisersource.com | Dallas, TX | Sep 2017 - Dec 2017 | < 1 |
| Richfield Orion International | Colorado Springs, CO | Nov 2010 - Mar 2016 | 5 |
- OH
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Total Assets Under Management316MILLIONS
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Total Number of Accounts584ACCOUNTS
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Average Account Value$541,636
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Other
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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