Steven Joseph Stanganelli

Employer firm

Clear View Wealth Advisors, LLC CRD 154094

$24.1M regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2010 → Present
  Clear View Wealth Advisors, Llc
  Amesbury, MA

Previous Registrations

• 2009-12-23 → 2010-05-12
  Quest Financial Services, Inc.
  Lynnfield, MA
• 2009-03-30 → 2009-12-08
  Focus Capital Wealth Management, Inc.
  Bedford, NH
• 2005-11-01 → 2008-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Amesbury, MA
  Andover, MA
  Andover, MA
• 2005-01-05 → 2005-10-06
  Investors Capital Corp.
  Amesbury, MA
• 2001-09-14 → 2004-12-31
  Eastern Point Advisors Inc.
  Amesbury, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1999-07-13

Designations

• Certified Financial Planner

Other Names

• Steven Stanganelli
• Steven J Stanganelli