Steven Grazio (CRD# 6257519) is an Investment Advisor Representative working at Primerica Advisors in Allentown, PA and has over 10 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Mountain Financial Group | Allentown, PA | Aug 2020 - Current | 3 |
Jefferson | Philadelphia, PA | Nov 2019 - Current | 4 |
Pfs Investments Inc. | Allentown, PA | Oct 2013 - Current | 10 |
Primerica Financial Services | Allentown, PA | Jul 2013 - Current | 11 |
Philadelphia University | Philadelphia, PA | Sep 2011 - Current | 12 |
Astrazeneca | Wilmington, DE | Apr 2000 - Current | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2013 |
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- PA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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