John
Steccato

Axa Advisors, LLC

CRD#4425696
Investment Advisor
in Carlsbad, CA
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About this Advisor

John Steccato is an advisor whose office is in Carlsbad, California. Currently an advisor with Axa Advisors, LLC, Steccato has 17 years of professional experience in the financial advisory industry. Steccato holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Steccato is registered to serve clients based out of California and Oregon. Steccato has spent their career at Axa Advisors, LLC. Axa Advisors, LLC is based out of Carlsbad, California, and operates out of 844 additional offices across the country. In total, Axa Advisors, LLC oversees $15 billion in assets dispersed across 52,116 accounts and employs more than 5,774 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 8,811 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 34% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Axa Advisors, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5055 Avenida Encinas Suite 100D
Carlsbad, CA 92008

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$14,671,064,923

CA Average: $7,464,549,021
Total Number of Employees

5,930

CA Average: 88
Total Number of Accounts

53,005

CA Average: 3,892
Average Account Size

$276,786

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Steccato Work History

John has 17 years of experience.

2001 - Present (18 years)

Axa Advisors, LLC

Disclosures

John Steccato has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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