Steven Brett is a registered investment advisor, based in Melville, NY, with 25 years of industry experience.
Location
68 S Service Rd, Suite 300, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a trustee for a family trust, dedicating minimal time. He is also a general partner/investor in Sutton 5, LLC, a franchised health and beauty retail corporation, spending minimal time on this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Marcum Wealth, LLC
Valmark Securities, INC.Broker
Marcum Financial Services LLC
Marcum Financial Services LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Advest, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
Spear, Leeds & Kellogg, L.P.Broker
State Registrations30 states
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