STEVEN GREGORY ROTELLO

STEVEN GREGORY ROTELLO is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with MOSAIC WEALTH.

Registration history (5)

FirmFromToCurrent
MOSAIC WEALTH2025-01-24presentYes
MOSAIC FAMILY WEALTH, LLC2017-11-102022-01-03
UBS FINANCIAL SERVICES INC.2008-09-052017-11-27
WELLS FARGO CLEARING SERVICES, LLC2008-01-012008-09-19
A. G. EDWARDS & SONS, INC.2001-04-132008-01-01

More