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Steven A. Marasco

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CRD#: 6364240
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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 Anthony Marasco, who also goes by Steven Marasco, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 2016. Steven had worked at 1 firm and has passed the Series 63 and Series 65 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Marasco

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)


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

August 8, 2016 - December 22, 2017

ALTIUM WEALTH MANAGEMENT LLC

RIA
CRD#: 154719
PURCHASE, NY

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: 9/17/2021
Uniform Securities Agent State Law Examination
State Security Law Exam

Current Firm


AW
ALTIUM WEALTH MANAGEMENT LLC
ALTIUM WEALTH MANAGEMENT LLC | CLARITAS WEALTH MANAGEMENT, LLC

CRD#: 154719 / SEC#: 801-71774

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Contact information


Main Address
2500 Westchester Ave. Suite 210, Purchase, NY 10577
Mailing Address
Phone number
(877) 780-0074
Established
Firm type
Fiscal year end
# of Employees
42

Documents


Latest Form ADV

Part 2 Brochures

ALTIUM DISCLOSURE BROCHURE (3/25/2022)

Regulatory assets under management


Total Number of Accounts3,019
AUM (Assets Under Management)$ 2,652,145,382

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


ALTIUM WEALTH MANAGEMENT LLC

CRD#: 154719

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