Providence Financial Services, LLC

Providence Financial Services, LLC (CRD# 135093) is a financial advisory firm headquartered in Rocky River, OH. They manage $9,839,169 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1154 Linda Street, Suite 200, Rocky River, OH 44116
https://www.linkedin.com/company/providence-financial-services-llc-cleveland-oh/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $258,926
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Providence Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sandria Calio, financial advisor Rocky River OH
Sandria M. Calio
CRD#: 1719784
1154 Linda Street, Rocky River, OH 44116

Sandria Calio (CRD# 1719784) is an Investment Advisor Representative working at Providence Financial Services, LLC in Rocky River, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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