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Inactive

Steven Nicholas Graziano

Savant Wealth Management

Rockford, IL

Wellesley, MA

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-10-18
  • MA RA
    APPROVED
    Since 2023-10-18

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

80 William Street Suite 260, Wellesley, MA 02481 • 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
Mfs Fund Distributors, Inc. Boston MA 09/2012 12/2019
Savant Wealth Management Rockford IL 09/2023 Present
Edelman Financial Engines Boston MA 01/2020 02/2023
Unemployed Scituate / Yarmouth Port MA 03/2023 08/2023
  • 09/2012 → 12/2019
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 09/2023 → Present
    Savant Wealth Management
    Rockford, IL
  • 01/2020 → 02/2023
    Edelman Financial Engines
    Boston, MA
  • 03/2023 → 08/2023
    Unemployed
    Scituate / Yarmouth Port, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-22
S63 Uniform Securities Agent State Law Examination 2012-08-23
  • S65 Uniform Investment Adviser Law Examination
    2023-05-22
  • S63 Uniform Securities Agent State Law Examination
    2012-08-23

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STACKSTONE WEALTH, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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