Steven Marcano
Steven Marcano is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Land O Lakes, FL, with 18 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
Land O Lakes, FL
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations12 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.
Exams
More Advisors
- Ryan Morrison, CFP, ChFCEmpower Advisory Group, LLC
- David Goss, CFPFacet
- Feraud Calixte, CFPFortitude Financial Planning LLC
- Adam Gruber, CFPAmg Wealth Management LLC
- James Tomik, CFP, ChFCCetera Investment Advisers LLC
- Jeannie Holliday, CFARaymond James Financial Services Advisors, INC