Steven Bendinelli is a registered investment advisor at Nbc Pardners, based in Tiburon, CA, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Annual Retainer:$5,000 - $50,000/year
One-Time Plan:$5,000 - $10,000
Hourly Rate:$200 - $300/hr
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Location
Tiburon, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Nbc Pardners
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Wespac Advisors, LLC
August 2012 - February 2017 · 4 yrs 6 mos
Foothill Securities, INC.
August 2010 - July 2012 · 1 yr 11 mos
Ams Advisors LLC
January 2010 - November 2010 · 10 mos
Compass Advisors, LLC
December 2005 - November 2008 · 2 yrs 11 mos
Icm Asset Management INC
July 2003 - October 2005 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.