Steven Massey (CRD# 1161171) is an Investment Advisor Representative working at Sovereign Financial Group, Inc. in Milford, CT and has over 25 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Sovereign Financial Group, Inc. Dba Massey Financial Services | Milford, CT | Jan 2020 - Current | 4 |
Sjm Enterprises | Milford, CT | Jun 2014 - Current | 9 |
Massey Financial Services | Milford, CT | Jan 1983 - Current | 41 |
Raymond James Financial Services Advisors, Inc. | Milford, CT | Jan 2009 - Dec 2019 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1998 |
- CT
-
Total Assets Under Management717MILLIONS
-
Total Number of Accounts2,998ACCOUNTS
-
Average Account Value$239,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, PA, RI, TX, UT, VA, WA
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