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SA

Steven C. Azzato

FINANCIAL NORTHEASTERN SECURITIES
Fairfield, NJ 07004
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CRD#: 4698196
SA

Professional summary


Steven C Azzato, who also goes by Steven Christopher Azzato, is a registered financial advisor currently at FINANCIAL NORTHEASTERN SECURITIES, INC. located in Fairfield, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Steven has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Steven Christopher Azzato

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven C Azzato's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD


Click below to view Steven C Azzato's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

February 1, 2024 - Present

FINANCIAL NORTHEASTERN SECURITIES, INC.

Office #1: 100 Passaic Avenue One Greenbrook Corporate Center, Fairfield, NJ 07004
RIA
BD
CRD#: 17007
Fairfield, NJ
Current

March 4, 2009 - Present

FINANCIAL NORTHEASTERN SECURITIES, INC.

Office #1: 100 Passaic Avenue, Fairfield, NJ 07004
RIA
BD
CRD#: 17007
Fairfield, NJ
Past

January 20, 2006 - February 20, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CLIFTON, NJ
Past

February 16, 2005 - July 15, 2005

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/2/2014)
RR
California
(3/4/2009)
RR
Colorado
(4/30/2009)
RR
Connecticut
(6/11/2012)
RR
Delaware
(1/4/2022)
RR
District of Columbia
(8/11/2010)
RR
Florida
(5/28/2009)
RR
Georgia
(4/29/2011)
RR
Hawaii
(12/20/2011)
RR
Illinois
(4/22/2009)
RR
Indiana
(3/4/2009)
RR
Iowa
(3/4/2009)
RR
Louisiana
(8/14/2009)
RR
Maryland
(3/4/2009)
RR
Massachusetts
(6/3/2009)
RR
Michigan
(6/18/2009)
RR
Nebraska
(6/6/2011)
RR
New Jersey
(3/4/2009)
IAR
New Jersey
(2/1/2024)
RR
New York
(3/4/2009)
RR
North Carolina
(11/1/2010)
RR
North Dakota
(4/15/2015)
RR
Ohio
(3/12/2009)
RR
Pennsylvania
(7/31/2009)
RR
Tennessee
(9/2/2011)
RR
Texas
(3/30/2009)
RR
Vermont
(1/2/2013)
RR
Virgin Islands
(7/8/2013)
RR
West Virginia
(3/24/2010)
RR
Wisconsin
(4/16/2009)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/23/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/18/2019
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


FN
FINANCIAL NORTHEASTERN SECURITIES, INC.
FINANCIAL NORTHEASTERN SECURITIES, INC. | FNC INVESTMENTS CORPORATION

CRD#: 17007 / SEC#: , 8-34883

California
Registered Investment Advisory firm - SEC (8/11/2011 Terminated)
Florida
Registered Investment Advisory firm - SEC (2/28/2002 Approved)
New Jersey
Registered Investment Advisory firm - SEC (6/23/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
100 Passaic Avenue One Greenbrook Corporate Center, Fairfield, NJ 07004
Mailing Address
100 Passaic Avenue 100, Fairfield, NJ 07004
Phone number
(973) 882-9337
Established
New Jersey since 02/14/1985
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
42

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ZAGE, JEFFREY PCEO, PRESIDENT, GP1286688
ZAGE, STEVEN MARTINVP, SEC1314965
KISS, SANDRALIN JOSEPHINEEXEC VP, COO, FINOP, CCO1093671
MILLAHN, FLORENCE ADIRECTOR OF OPERATIONS, ROSFP2786661
MILSTEIN, BARRY MITCHELLEVP1632450

Disclosures


Regulatory Event4

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


FINANCIAL NORTHEASTERN SECURITIES, INC.

CRD#: 17007Fairfield, NJ 07004

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