StephenColavito- Financial Advisor Winter Park, FL

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About Stephen Colavito

Stephen Colavito is CIO of San Blas Advisory and Zermatt Private Wealth. Both firms focus on UHNW Individuals and Multi-family Office clients. Stephen is the Chief Investment Officer (CIO) responsible for developing global investment insights and working within the firm(s) to create actionable advice. He also represents San Blas' market views across all channels as a speaker and through the company's research. His career in wealth management and investing spans 30 years of broad-based experience. He worked in investment banking and headed corporate cash at Bear Stearns, Co., Deutsche Bank, and Barclays. After his time at the wirehouses, Colavito was a short-duration portfolio manager before joining San Blas Securities. He holds FINRA Series 7, 63, and 65 licenses and is an investment advisor representative. He writes industry articles, speaks at industry and business meetings, and provides commentary on business. Investment shows such as Bloomberg News, Fox Business, and AriseXchange. Colavito is a member of the American Economic Association (AEA) and one of a handful of advisors selected by the Financial Times as part of their Leadership Council. He graduated from Florida International University (FIU) with a Bachelor of Science degree in Finance. Colavito played collegiate tennis at FIU. He is an active church member, husband, and father of three daughters.

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General Information

Firm Start Year

2020

No. of Employees

100-499

CRD#

2418662

Firm CRD#

154680

Name of Broker/Dealer

San Blas Securities

Name of Custodial Firm

Charles Schwab and RBC

States Licensed in

All 50 States

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

See my LinkedIn for my work experience.

https://www.linkedin.com/in/stephencolavito/

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Advisory Services Provided

Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 63, Series 65

Firm Information

Firm's Number of Clients

2500+

Assets Managed by Firm

1.5 Billion AUM

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

+$100,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$1,000,000 and above

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

1.00

Additional Details on Charges

We are fee-only advisors at Zermatt Private Wealth and San Blas Advisory, meaning only clients (you) pay us. We do not sell products or earn commissions from selling investment products.

Understanding that most people don't know what they are paying, we help prospective clients understand their current fees before proceeding with our firm. We believe in transparency of costs, so you see the value we bring to the relationship.

Our quarterly fee is based on the investments we manage.

Education

Bachelors of Science - Finance

Florida International University
06/1985 -12/1989

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891916/paladinregistry-SB-Advisory-detailed-disclosure.html

Disclaimer

https://www.sanblassecurities.com/disclosures

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Stephen Colavito

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