Steven J. Stanganelli
Professional summary
Steven Joseph Stanganelli, CFP®, who also goes by Steven J Stanganelli, Steven Stanganelli, is a registered financial advisor currently at CLEAR VIEW WEALTH ADVISORS, LLC located in Amesbury, Massachusetts.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Steven has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Joseph Stanganelli's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
July 27, 2010 - Present
CLEAR VIEW WEALTH ADVISORS, LLC
December 23, 2009 - May 12, 2010
QUEST FINANCIAL SERVICES, INC.
March 30, 2009 - December 8, 2009
FOCUS CAPITAL WEALTH MANAGEMENT, INC.
November 1, 2005 - April 3, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 5, 2005 - April 3, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 5, 2005 - October 6, 2005
INVESTORS CAPITAL CORP.
September 14, 2001 - December 31, 2004
EASTERN POINT ADVISORS INC.
July 27, 2001 - October 6, 2005
INVESTORS CAPITAL CORP.
October 15, 1999 - August 8, 2001
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/27/2010)
(2/16/2016)
(10/22/2020)
Exams
Current Firm
CLEAR VIEW WEALTH ADVISORS, LLC
CRD#: 154094 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 18,470,589 |
Red Flags
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