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Steven Anthony Wotovich

LIGHTHOUSE FINANCIAL LLC·LARGO, Florida
Series 6, Series 63Clean record22 years registeredLIGHTHOUSE FINANCIAL LLC
1679 INDIAN ROCKS RD S, LARGO, FL 33774-1026CRD# 2667287Firm CRD# 137277

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Anthony Wotovich · LARGO, FL
Registration
CRD #2667287 · LIGHTHOUSE FINANCIAL LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

LIGHTHOUSE FINANCIAL
Nov 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · November 12, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIGHTHOUSE FINANCIAL LLC
CRD 137277 · SEC 801-128475
AUM
$490M
Regulatory assets under management
Employees
1
276 client accounts
Services offered by LIGHTHOUSE FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIGHTHOUSE FINANCIAL LLC →
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05

Frequently Asked Questions

What services does Steven Anthony Wotovich offer?
Steven Anthony Wotovich specializes in Financial Planning, Investment Management. Contact their office in LARGO, Florida for a consultation.
What are Steven Anthony Wotovich's credentials?
Steven Anthony Wotovich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Anthony Wotovich located?
Steven Anthony Wotovich is based in LARGO, Florida, working with LIGHTHOUSE FINANCIAL LLC. Their office serves clients in the LARGO metropolitan area and surrounding communities.
How does Steven Anthony Wotovich charge for services?
Steven Anthony Wotovich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIGHTHOUSE FINANCIAL LLC?
LIGHTHOUSE FINANCIAL LLC has approximately 1 employees and manages $490M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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