Steven
Braverman
Steven Charles Capital LTD
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About this Advisor
Steven Braverman is a financial advisor based in Rochester, New York, working with Steven Charles Capital LTD. Steven has previously held positions at Steven Charles Capital LTD and Excel Securities & Associates Inc. Steven has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Steven is part of Steven Charles Capital LTD, which operates out of Rochester, New York. The firm has 2 employees and manages assets totaling $130.0 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Steven Charles Capital LTD includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Steven Charles Capital LTD Brokerage Details
$130,000,000
2
114
$1,140,351
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Braverman Work History
Excel Securities & Associates Inc
Steven Charles Capital LTD
Disclosures
Please visit the SEC profile of Steven Braverman 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 Steven Charles Capital LTD
Rochester, NY
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