Steven
Warren

Thrivent Investment Management Inc

CRD#7149296
Investment Advisor
in Schenectady, NY

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About this Advisor

Steven Warren is a financial advisor based in Schenectady, New York, working with Thrivent Investment Management Inc. Steven has previously held positions at The Vanguard Group, Inc, Pinehaven Country Club, Atsco, Axa Advisors, Tropical Smoothie Cafe, Maynard, O'Connor, Smith & Catalinotto Llp, Temple University, Guilderland High School, Thrivent Investment Management Inc, and Thrivent Financial. Steven has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Steven is part of Thrivent Investment Management Inc, which operates out of Schenectady, New York. The firm has 1,111 offices and 3,596 employees. The firm manages assets totaling $14.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Thrivent Investment Management Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3418 Carman Rd
Schenectady, NY 12303

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Thrivent Investment Management Inc Brokerage Details

Total Assets Under Management

$14,813,761,600

NY Average: $5,289,111,388
Total Number of Employees

3,596

NY Average: 157
Total Number of Accounts

42,439

NY Average: 8,262
Average Account Size

$349,060

NY Average: $640,173

Investment Advisory Services

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

Steven Warren Work History

2024 - Present (0 year)

Thrivent Financial

2023 - Present (1 year)

Thrivent Investment Management Inc

2023 - Present (1 year)

Thrivent Financial

2021 - 2023 (2 years)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Pinehaven Country Club

2019 - 2019 (< 1 year)

Pinehaven Country Club

2019 - 2019 (< 1 year)

Axa Advisors

2019 - 2019 (< 1 year)

Tropical Smoothie Cafe

2019 - 2020 (1 year)

Maynard, O'Connor, Smith & Catalinotto Llp

2018 - 2018 (< 1 year)

Pinehaven Country Club

2018 - 2019 (1 year)

Atsco

2017 - 2021 (4 years)

Temple University

2015 - 2017 (2 years)

Pinehaven Country Club

2013 - 2017 (4 years)

Guilderland High School

Disclosures

Please visit the SEC profile of Steven Warren 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 Thrivent Investment Management Inc

Toniette Flint
Watertown, WI
Kevin White
Blue Springs, MO
Grant Mengel
Schenectady, NY
Benjamin Tamms
Waukesha, WI
Rachel French
Astoria, OR
Justin Keeler
Federal Way, WA
Simon Blattstein
Schenectady, NY
James Dugan
Knoxville, TN

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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