Steven Michael Catanzaro

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

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

Current Employers

Employment History

• 10/2010 → 08/2018
  Ibn Finacial Services, Inc.
  Liverpool, NY
• 08/2018 → 09/2020
  Next Financial Group
  Cohoes, NY
• 10/2020 → 11/2020
  Equity Services, Inc.
  Montpelier, VT
• 09/2020 → 11/2020
  National Life Group
  Clifton Park, NY
• 11/2020 → Present
  Innovation Partners Llc
  Charlotte, NC
• 11/2020 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Other Businesses

1) Steven Catanzaro - Sole Prop./Independent Agent; Investment related: No; 26 Heritage Lane, Clifton Park, NY 12065; Sale of fixed insurance; 2001; 20 hours per week; 20 hours during trading hours; Independent agent 2) Warriors in Christ's Kingdom 501c3. Address: 15416 Snowhill Lane Centreville VA 20120: Nature of business - Men Discipleship Ministry. Teaching and Mentorship in Biblically based Christian Doctrine of manhood. To involve vocational training. HIs role will be teaching and mentorship. 3-5 hours per week will be devoted to this activity. No hours will occur during firm's business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-08-31