Steve Robbins, Inc.

Steve Robbins, Inc. (CRD# 117909) is a financial advisory firm headquartered in Florissant, MO. They manage $44,270,271 in 419 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $105,657
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MO, TX

Financial Advisors at Steve Robbins, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen D. Robbins
CRD#: 1613641
325 Rue Saint Francois, Florissant, MO 63031
103
Wealthminder
score

Stephen D. Robbins (CRD# 1613641) is an Investment Advisor Representative working at Steve Robbins, Inc. in Florissant, MO and has over 29 years of experience in the finance industry. Steve has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa M. Avenevoli
CRD#: 4174127
325 Rue Saint Francois, Florissant, MO 63031
96
Wealthminder
score

Lisa Avenevoli (CRD# 4174127) is an Investment Advisor Representative working at Steve Robbins, Inc. in Florissant, MO and has over 16 years of experience in the finance industry. Lisa Avenevoli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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