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Steven Vantine

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CRD#: 1244964
SV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Vantine was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1984. Steven had worked at 3 firms and has passed the Series 63, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(NOT THE ACTUAL NAME OF BUSINESS) "Tax Return Preparer"; 25533 Heritage Lake Blvd, Punta Gorda, FL 33983 (Personal Residence); 2013-01-01; investment related; Non-credentialed paid tax return preparer; Position Title : Tax Return Preparer; Hours devoted to business during trading hours : 13; Hours devoted to business outside trading hours : 10; Percentage of total yearly compensation expected to be derived from the business : 5.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 2, 2016 - July 1, 2022

ALTERNATIVE CAPITALIS, LLC

RIA
CRD#: 282775
WRENTHAM, MA
Past

April 14, 1994 - December 1, 2016

VANTINE INVESTMENT MANAGEMENT

RIA
CRD#: 128690
PUNTA GORDA, FL
Past

July 12, 1984 - March 5, 1992

FCM INVESTMENT SERVICES, INC.

BD
CRD#: 7005

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/6/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AC
ALTERNATIVE CAPITALIS, LLC
ALTERNATIVE CAPITALIS, LLC | VANTINE INVESTMENT MANAGEMENT

CRD#: 282775 / SEC#:

Florida
Registered Investment Advisory firm - (9/28/2016 Approved)
Maine
Registered Investment Advisory firm - (9/22/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (4/14/2016 Approved)
New Hampshire
Registered Investment Advisory firm - (5/3/2016 Approved)
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Contact information


Main Address
Wrentham, MA
Mailing Address
Phone number
(551) 258-3476
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts228
AUM (Assets Under Management)$ 92,714,517

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALTERNATIVE CAPITALIS, LLC

CRD#: 282775

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