Steven Marantz, financial advisor Glastonbury CT
63 score

Steven Marantz

CRD 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.

Similar Advisors
Timothy Baker, financial advisor Glastonbury CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Similar Advisors
Charles Green, financial advisor Glastonbury CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Carrie Kulig, financial advisor Glastonbury CT
Carrie N. Kulig
CRD# 2871845
Garrett Investment Advisors, LLC
Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Steven M. Marantz
Phone Number: 860-659-8299
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.