Steven Kalodner
Steven Kalodner is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 41 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2989 Pga Blvd Ste 200, Palm Beach Gardens, FL, 33410
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2000Customer Dispute
April 1995Other Business Activities
Steven is a consultant for Neien Marketing LLC, providing invitation and postal services. This activity requires minimal time, involving conference calls and answering questions when needed.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Lincoln Investment Planning, INC.Broker
State Registrations41 states
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
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