Steven Johnson, financial advisor Westborough MA

Steven Johnson

CRD Number: 1995029
Current Firm: Finivi Inc.

Steven Johnson (CRD# 1995029) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Aspencross Wealth Management, Inc. Westborough, MA Mar 2018 - Current 6
Triad Advisors Norcross, GA Mar 2018 - Mar 2020 2
Signator Investors, Inc. Boston, MA Jul 1989 - Mar 2018 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Steven C. Johnson
Phone Number: (508) 870-0440
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    216
    MILLIONS
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $183,480
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, CT, FL, MA, ME, NH, RI, TX

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