Steven Artzi
Steven Artzi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
301 E Yamato Rd, Ste 2195, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is an officer and president of ACM Wealth LLC, an investment advisor. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Baron Silver Stevens Financial Advisors, LLC
Royal Alliance Associates, INC.Broker
Artzi Capital Management
Artzi Capital Management
Mutual Service Corporation
Mutual Service CorporationBroker
Citicorp Investment ServicesBroker
Dean Witter Reynolds INC.Broker
State Registrations11 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.