Steven
Abbruzzese

Royal Alliance Associates, Inc

CRD#718407
Investment Advisor
in Livingston, NJ

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About this Advisor

Steven Abbruzzese is a chartered financial consultant operating out of Livingston, New Jersey with 5 years of relevant experience. Abbruzzese currently works for Royal Alliance Associates, Inc. Over the course of their career, Abbruzzese has held roles at Royal Alliance Associates, Inc and Signator Investors, Inc. Abbruzzese holds a Series 63 license, which qualifies them as a securities agent, and can advise clients in New Jersey. Royal Alliance Associates, Inc is a financial advisory company based out of Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 people on staff. It handles $30 billion in assets across its 149,233 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 191 charitable organizations. Of its 149,233 client accounts, just 11% belong to high-net-worth clients who have more than $1 million in assets available to invest. Royal Alliance Associates, Inc provides a broad range of services, including 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. Financial advisory fee schedules usually are based on which services the firm provides the client. Fees billed by Royal Alliance Associates, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

5 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

Office Location

290 West Mount Pleasant Ave Suite 2300
Livingston, NJ 07039

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

NJ Average: $10,121,009,343
Total Number of Employees

3,704

NJ Average: 92
Total Number of Accounts

149,233

NJ Average: 6,978
Average Account Size

$197,920

NJ Average: $1,450,417

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

Steven Abbruzzese Work History

Steven has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Royal Alliance Associates, Inc

1980 - 2018 (38 years)

Signator Investors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Abbruzzese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Royal Alliance Associates, Inc

Elijah Murray
Plano, TX
Liam House-Myers
Jersey City, NJ
Nicholas Adams
Southfield, MI
Noah Buehner
Fort Wayne, IN
Arthur Cosper
Temple, TX
Sebastian Kanczugowski
Bellevue, WA
Amanda Johnson
Spokane, WA
Austen Harvey
Jersey City, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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