Steve Athanassie

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 12/2023
  Provise Management Group, Llc
  Clearwater, FL
• 01/2024 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2013-03-27 → 2023-12-31
  Provise Management Group, Llc
  Tampa, FL
  Clearwater, FL
  New Port Richey, FL
• 1996-06-05 → 2013-02-15
  Trademark Capital Management Inc
  New Port Richey, FL
  Watkinsville, GA

Other Businesses

(1) Athanassie Capital Partners, LLC - investment related - DBA - Owner - start date 1/1/2024 - 5 hours/month - 5 hours during trading hours - DBA for advisory business

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-07
• S63 Uniform Securities Agent State Law Examination
  1994-04-22

Designations

• Certified Financial Planner