Best Investors Account Sign in
Inactive

Steven Thomas Francomacaro

Virtera Partners LLC

Pepper Pike, OH

CRD 8160859

Claim This Profile
Employer firm

Virtera Partners LLC CRD 308187

$452M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Virtera Partners Llc

30100 Chagrin Blvd. Suite 380, Pepper Pike, OH 44124 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-10-23
OH RA APPROVED 2025-10-03
  • DC RA
    APPROVED
    Since 2025-10-23
  • OH RA
    APPROVED
    Since 2025-10-03

Branch Locations

30100 Chagrin Blvd. Suite 380, Pepper Pike, OH 44124 • 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
Windancer Holdings Miamisburg OH 08/2021 09/2022
University Of Oklahoma Foundation Norman OK 09/2022 08/2025
Virtera Partners Llc Pepper Pike OH 08/2025 Present
Gerber Taylor Memphis TN 01/2014 08/2021
  • 08/2021 → 09/2022
    Windancer Holdings
    Miamisburg, OH
  • 09/2022 → 08/2025
    University Of Oklahoma Foundation
    Norman, OK
  • 08/2025 → Present
    Virtera Partners Llc
    Pepper Pike, OH
  • 01/2014 → 08/2021
    Gerber Taylor
    Memphis, TN
Designations
  • Chartered Financial Analyst
Other Names
  • Steven Francomacaro

View on SEC IAPD

Nearby Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.

Nearby Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner

Nearby Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH

More in Pepper Pike, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor