Steven
Dzvonick

Principal Securities, Inc

CRD#1862653
Investment Advisor
in Sewickley, PA

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About this Advisor

Steven Dzvonick is a financial advisor working out of Sewickley, Pennsylvania who has 18 years of relevant experience. Dzvonick is an advisor for Principal Securities, Inc. Over the course of their career, they have held roles at Princor, Principal Life Insurance Company, Dzvonick Financial Services and Principal Securities Inc. Dzvonick has a Series 63 license, qualifying them as a securities agent, and is able to serve investors in Pennsylvania. Principal Securities, Inc is a business operating out of Des Moines, IA. The firm has offices in 350 locations and a total of 1,430 employees. It manages $9 billion in total assets among its 46,075 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 34 charities and foundations. Of its 46,075 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The business offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely depend on the services provided. Fees charged by Principal Securities, Inc likely are comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2100 Georgetown Dr Ste 100
Sewickley, PA 15143

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

PA Average: $9,259,360,772
Total Number of Employees

1,430

PA Average: 166
Total Number of Accounts

46,075

PA Average: 7,189
Average Account Size

$204,381

PA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Steven Dzvonick Work History

Steven has been registered as a financial advisor for 18 years.*

2016 - Present (8 years)

Principal Securities Inc

2003 - Present (21 years)

Principal Life Insurance Company

2010 - 2018 (8 years)

Dzvonick Financial Services

2003 - 2016 (13 years)

Princor

*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 Dzvonick 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 Principal Securities, Inc

Jamey Pesek
Fargo, ND
David Bellia
Raleigh, NC
Paige Lewis
Seattle, WA
Benjamin Eichler
Williamston, MI
Alison White
Birmingham, AL
Katherine Delmont
Des Moines, IA
John Pettit
Puyallup, WA
Michael Adelman
Des Moines, IA

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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