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SC

Steven P. Calio

CSG FINANCIAL
Dover, DE 19901
Some features on this profile are disabled
CRD#: 7158222
SC

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Calio

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 Patrick Calio's 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

May 23, 2024 - Present

CSG FINANCIAL

Office #1: 3980 North Dupont Highway, Dover, DE 19901
RIA
CRD#: 330894
Dover, DE
Past

August 10, 2023 - March 19, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
NEWARK, DE
Past

August 10, 2023 - March 19, 2024

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
NEWARK, DE
Past

October 15, 2019 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
NEWARK, DE
Past

August 19, 2019 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
NEWARK, DE

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.

Highlighted states indicate IAR registrations

IAR
Delaware
(5/23/2024)
IAR
Pennsylvania
(9/10/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/17/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2019
Securities Industry Essentials Examination

Current Firm

CF
CSG FINANCIAL
CSG FINANCIAL | CSG FINANCIAL LLC

CRD#: 330894 / SEC#:

Delaware
Registered Investment Advisory firm - (5/23/2024 Approved)
Pennsylvania
Registered Investment Advisory firm - (9/10/2024 Approved)
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Contact information

Main Address
3980 North Dupont Highway, Dover, DE 19901
Mailing Address
Phone number
(302) 678-8701
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts136
AUM (Assets Under Management)$ 15,751,469

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

CSG FINANCIAL

CRD#: 330894Dover, DE 19901

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