Stephan Machovina
Stephan Machovina is a registered investment advisor at Raymond James & Associates, INC., based in Westlake, OH, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
159 Crocker Park Blvd., Suite 390, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business Activities
Stephan is a board member and finance/investment committee member for the Ohio Tree Farm Committee, a non-profit organization. He dedicates a few hours per week to overseeing the administration and promotion of the Ohio Tree Farm program and assisting with investment policy and asset manager searches.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
First Union Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations23 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.