Steven
Varvaro

Four Corners Financial

CRD#6297125
Investment Advisor
in Huntington, NY

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About this Advisor

Steven Varvaro is a financial advisor based in Huntington, New York, working with Four Corners Financial. Steven has previously held positions at Jp Morgan Chase Bank, J.P. Morgan Securities LLC, Jpmorgan Investment Management Inc, J.P. Morgan Institutional Investments Inc, Larry Heller & Associates, and V&V Management Group Corporation Dba Four Corners Financial. Steven has passed the Series 63 regulatory exam and is registered to provide services in New York and Texas. Currently, Steven is part of Four Corners Financial, which operates out of Huntington, New York. The firm has 1 office and 2 employees. The firm manages assets totaling $69.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Four Corners Financial includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1160 East Jericho Turnpike Suite 222
Huntington, NY 11743

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Four Corners Financial Brokerage Details

Total Assets Under Management

$69,497,886

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

2

NY Average: 88
Total Number of Accounts

146

NY Average: 3,892
Average Account Size

$476,013

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Steven Varvaro Work History

2017 - Present (8 years)

V&V Management Group Corporation Dba Four Corners Financial

2016 - 2017 (1 year)

Larry Heller & Associates

2014 - 2014 (< 1 year)

J.P. Morgan Securities LLC

2014 - 2016 (2 years)

Jpmorgan Investment Management Inc

2014 - 2016 (2 years)

J.P. Morgan Institutional Investments Inc

2012 - 2014 (2 years)

Jp Morgan Chase Bank

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Disclosures

Please visit the SEC profile of Steven Varvaro 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 Four Corners Financial

Steven Varvaro
Huntington, NY
Thomas Varvaro
Huntington, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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