# STEVEN ERIC BERTOLO

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..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2024-10-21 | present | Yes |
| [CLARFELD FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/106743) | 2019-08-15 | present | Yes |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2019-02-25 | 2020-01-09 | — |
| [BPU INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/17058) | 2016-12-12 | 2017-08-14 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2013-11-18 | 2016-12-22 | — |
| [KOVACK ADVISORS, INC.](https://search.stillhousedata.com/firm/140808) | 2006-08-15 | 2013-11-18 | — |
| [KOVACK SECURITIES INC.](https://search.stillhousedata.com/firm/44848) | 2005-08-08 | 2006-08-15 | — |
| [QUICK & REILLY, INC.](https://search.stillhousedata.com/firm/11217) | 2004-01-09 | 2004-09-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2727156)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2727156.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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