Steven Kittay
Steven Kittay is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 44 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 Investment Management, Retirement Planning. Their firm serves 1,005 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary from 0.25% to 2.25% on managed assets, not to exceed a maximum cumulative fee of 2.50%. Third-party managers may establish their own independent fee schedules.
Fee Estimator
Location
701 Xenia Avenue S Ste 100, Golden Valley, MN, 55416
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
February 2022Criminal
December 2021Customer Dispute
June 2002Criminal
February 1980Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC.Broker
The Oak Ridge Financial Services Group, INC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Paine, Webber, Jackson & Curtis INC.Broker
State Registrations24 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
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