Best Investors Account Sign in
Inactive

Steven C Antunes

Growthfocus Wealth Management LLC

Swansea, MA

CRD 5897151

Claim This Profile
Employer firm

Growthfocus Wealth Management LLC CRD 307445

$15.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Growthfocus Wealth Management Llc

Swansea, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-03-11
  • MA RA
    APPROVED
    Since 2020-03-11

Branch Locations

Swansea, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Providence RI 08/2014 05/2017
Sk Wealth Management, Llc Providence RI 06/2017 01/2020
Growthfocus Wealth Management, Llc Swansea MA 01/2020 Present
Citizens Bank Providence RI 01/2023 03/2025
  • 08/2014 → 05/2017
    Citizens Bank
    Providence, RI
  • 06/2017 → 01/2020
    Sk Wealth Management, Llc
    Providence, RI
  • 01/2020 → Present
    Growthfocus Wealth Management, Llc
    Swansea, MA
  • 01/2023 → 03/2025
    Citizens Bank
    Providence, RI
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Swansea, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor