Stephen
Soviero
Aj Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Soviero is a financial advisor working out of New York, New York with 5 years of relevant experience. Soviero is an advisor for Aj Wealth. Over the course of their career, Soviero has held roles at Aj Wealth, Brookfield Property Partners, Morgan Stanley, Lane Office, Fairfield University and Garden City High School. Soviero holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California and New York. Aj Wealth is a financial advisory business based out of New York, NY. It has $2 billion in assets between its 797 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 797 accounts, 46% are held by high-net-worth clients who have at least $1 million in assets. The company offers a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees charged by financial advisors usually depend on which services are provided. Fees billed by Aj Wealth can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Aj Wealth Brokerage Details
$2,370,092,170
45
797
$2,973,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Stephen Soviero Work History
Stephen has been registered as a financial advisor for 5 years.*
Aj Wealth
Aj Wealth
Aj Wealth
Brookfield Property Partners
Fairfield University
Morgan Stanley
Lane Office
Fairfield University
Lane Office
Fairfield University
Lane Office
Fairfield University
Garden City High School
*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 Stephen Soviero 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 Aj Wealth
New York, NY
New York, NY
New York, NY
New York, NY
Mount Pleasant Drive, SC
New York, NY
New York, NY
New York, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
