Steven Guarascio is a registered investment advisor at Guarascio Consultants, LLC, based in Nyack, NY, with 37 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1% annually. A minimum of $100,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
Fee Estimator
Location
Nyack, NY
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Regulatory History
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.
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Steven is an affiliated person with Financial Network, a financial services business, dedicating about a quarter of his time. He also owns rental real estate property, spending minimal time as a landlord.
Employment History
Current Registrations
Guarascio Consultants, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Guarascio Consultants, LLC
Lord Abbett Distributor LLCBroker
Fortis Investors, INC.Broker
Lexington Funds Distributor, INC.Broker
The Dreyfus Service CorporationBroker
State Registrations14 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.