Steven Charles Capital Ltd
Steven Charles Capital Ltd (CRD# 104814) is a financial advisory firm headquartered in Rochester, NY. They manage $130,000,000 in 114 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management130MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$1,140,351
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Steven Charles Capital Ltd
1
Steven Braverman (CRD# 706647) is an Investment Advisor Representative working at Steven Charles Capital Ltd in Rochester, NY and has over 38 years of experience in the finance industry.
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