STEVEN ERIC BERTOLO is an investment adviser representative (IAR) with state registration records since 2004, appearing at 7 firms. Currently registered with CLARFELD FINANCIAL ADVISORS, LLC, CITIZENS SECURITIES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CITIZENS SECURITIES, INC. | 2024-10-21 | present | Yes |
| CLARFELD FINANCIAL ADVISORS, LLC | 2019-08-15 | present | Yes |
| CITIZENS SECURITIES, INC. | 2019-02-25 | 2020-01-09 | — |
| BPU INVESTMENT MANAGEMENT INC. | 2016-12-12 | 2017-08-14 | — |
| QUESTAR ASSET MANAGEMENT, INC. | 2013-11-18 | 2016-12-22 | — |
| KOVACK ADVISORS, INC. | 2006-08-15 | 2013-11-18 | — |
| KOVACK SECURITIES INC. | 2005-08-08 | 2006-08-15 | — |
| QUICK & REILLY, INC. | 2004-01-09 | 2004-09-16 | — |