Steven
Delucia
Pathstone
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About this Advisor
Steven Delucia is a certified financial planner and chartered financial analyst operating out of Bellevue, Washington, who has 3 years of industry experience. Delucia is currently employed by Pathstone. During their career, Delucia has held roles at Cornerstone Advisors, Inc, Pathstone and Ubs Financial Services. Delucia maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. Pathstone is a financial advisory business operating out of Englewood, NJ. The firm has offices in 15 locations and a total of 297 employees. It oversees $25 billion in assets between its 18,943 accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 49 charitable organizations. Of its 18,943 client accounts, 77% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules largely depend on which service is offered. Fees charged by Pathstone likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$24,835,859,938
297
18,943
$1,311,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Steven Delucia Work History
Steven has been registered as a financial advisor for 3 years.*
Pathstone
Pathstone
Pathstone
Cornerstone Advisors, Inc
Ubs Financial Services
*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 Delucia 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 Pathstone
Englewood, NJ
Englewood, NJ
Winter Park, FL
Bellevue, WA
Winter Park, FL
Englewood, NJ
Englewood, NJ
Seattle, WA
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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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.
