StevenHartman- Financial Advisor Maitland, FL

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About Steven Hartman

At Privada Wealth Management, our mission is to help our clients reach their financial goals. This overarching mission informs everything we do.

See Disclosures

General Information

Firm Start Year

2010

No. of Employees

CRD#

1965828

Firm CRD#

124583

Insurance License#

E177586

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Wealth Management, Financial Planning for Individuals, 401K Rollovers, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AAMS^®, AIF^®

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Long Term Care, Variable Life, Variable Annuity, Disability, Annuity, Life

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$120,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Hourly, Flat Fee, Commissions

Fee % Based on Assets

Additional Details on Charges

Client fees can only be quoted after a free initial conversation.

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Privada Wealth Management and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Privada Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed in order to assure our compliance with this regulation.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887652/paladinregistry-Privada-Wealth-Management-detailed-disclosure.html

Disclaimer

Privada Wealth Management and JW Cole Financial, Inc. are unaffiliated entities. Advisory services through J.W. Cole Advisors, Inc. Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC The WiserAdvisor Program is a directory of investment professionals. WiserAdvisor is unaffiliated with Privada Wealth Management and J.W. Cole Advisors, LLC.

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Paladin Research Report For:

Steven Hartman

Privada Wealth Management