Steven Patrick Calio
Professional Summary
Steven Patrick Calio, who also goes by Steven Calio, is a registered financial advisor currently at CSG FINANCIAL located in Dover, Delaware. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Steven has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steven Calio
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
Years of Experience
7 years in the financial services industry
Current & Past Employments
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
Current Firm
CSG FINANCIAL | CSG FINANCIAL LLC
Contact Information
Main Address
3980 North Dupont Highway, Dover, DE 19901Phone Number
(302) 678-8701# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
136AUM (Assets Under Management)
$15,751,469Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
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.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
State Registrations and Notice Filings
(5/23/2024)
(3/3/2026)
(9/10/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
CRS (Client Relationship Summary) - RIA
Click below to view Steven Patrick Calio's CRS (Customer Relationship Summary).
Similar Advisors
INDEPENDENT FINANCIAL PARTNERS
MATT MONTGOMERY
VOYA FINANCIAL ADVISORS, INC.
RIVERBRIDGE
