Steven C. Vannelli
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 Craig Vannelli, CFA was a registered financial professional .
Steven is a previously registered financial professional and started their career in finance in 1999. Steven had worked at 3 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 6, 2017 - July 23, 2024
KNOWLEDGE LEADERS CAPITAL, LLC
January 1, 1999 - April 29, 2003
ALEXANDER CAPITAL MANAGEMENT GROUP, INC.
January 1, 1999 - January 13, 2006
COBIZ WEALTH
State Registrations and Notice Filings
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Exams
Current Firm
KNOWLEDGE LEADERS CAPITAL, LLC
CRD#: 144482 / SEC#: 801-69490
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 166,919,774 |
Red Flags
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