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Steven Gerard Tornatore

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
78 clients
Average Client Portfolio
$234K average
Assets Under Management
$18.3M

Fee Structure

Minimum Investment:$25K
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Location

14804 Resolves Lane, Charlotte, NC, 28277

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Steven is an agent with Family First Life since 2019, dedicating about 10-20% of his time. He is also a co-owner of SCT Enterprises LLC, a lawn care and landscaping business, taking about half his time, and the president of Tornatores Inc, a catering business, taking about a quarter of his time.

Employment History
Current Registrations
Supreme Alliance LLC
October 2024 - Present · 1 yr 4 mos
Supreme Alliance LLCBroker
October 2024 - Present · 1 yr 4 mos
Supreme Alliance LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Innovation Partners LLCBroker
February 2023 - July 2024 · 1 yr 5 mos
Ip Financial Advisory Services LLC
February 2023 - July 2024 · 1 yr 5 mos
Transamerica Financial Advisors, INC.
January 2012 - December 2022 · 10 yrs 11 mos
Transamerica Financial Advisors, INCBroker
January 2012 - December 2022 · 10 yrs 11 mos
Investment Advisors International, INC.
March 2008 - January 2012 · 3 yrs 10 mos
World Group Securities, INC.Broker
February 2004 - January 2012 · 7 yrs 11 mos
State Registrations2 states
MONC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.