Sr Financial Services, Inc.

Sr Financial Services, Inc. (CRD# 121298) is a financial advisory firm headquartered in , . They manage $67,687,000 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $1,128,117
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA

Financial Advisors at Sr Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Steven Rzucidlo, financial advisor Seven Hills OH
Steven Rzucidlo
CRD#: 4555967
Seven Hills, OH

Steven Rzucidlo (CRD# 4555967) is an Investment Advisor Representative working at Sr Financial Services, Inc. in Seven Hills, OH and has over 15 years 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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