Steven MarantzCRD Number: 1082207
Current Firm: Conscious Capital Wealth Management, LLC
Steven Marantz (CRD# 1082207) is an Investment Advisor Representative working at Conscious Capital Wealth Management, LLC in Glastonbury, CT and has over 35 years of experience in the finance industry.
Springboard Asset Management LLC
Garrett Investment Advisors, LLC
|Conscious Capital Wealth Management, LLC||Glastonbury, CT||Jun 2017 - Current||< 1|
|J.w. Cole Financial, Inc.||Tampa, FL||Jun 2017 - Current||< 1|
|Cco Investment Services Corp||Springfield, MA||May 2014 - May 2017||3|
|Stafford Savings Bank||Stafford Springs, CT||Mar 2013 - May 2014||1|
|Infinex Investments, Inc.||Rockville, CT||Jun 2008 - May 2014||5|
|Rockville Bank||Rockville, CT||Jun 2008 - Feb 2013||4|
|Banc Of America Investment Services, Inc.||Springfield, MA||Dec 2006 - Jun 2008||1|
|Banc Of America Insurance Services, Inc.||East Springfield, MA||Dec 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Criminal Record
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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