STEVEN FELIX SERGIO is an investment adviser representative (IAR) with state registration records since 2014, appearing at 2 firms. Currently registered with RMR WEALTH BUILDERS, INC..
| Firm | From | To | Current |
|---|---|---|---|
| RMR WEALTH BUILDERS, INC. | 2019-08-15 | present | Yes |
| CALTON & ASSOCIATES, INC. | 2014-10-31 | 2023-01-02 | — |