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Steven Anthony Wotovich

LIGHTHOUSE FINANCIAL LLC·LARGO, Florida
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1679 INDIAN ROCKS RD S, LARGO, FL 33774-1026CRD# 2667287Firm CRD# 137277
01

About

Steven Anthony Wotovich is a registered financial advisor based in LARGO, Florida, affiliated with LIGHTHOUSE FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LIGHTHOUSE FINANCIAL LLC
LIGHTHOUSE FINANCIAL
AUM
$490M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LIGHTHOUSE FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2667287
Firm CRD# 137277
No disclosures on file
View on FINRA BrokerCheck →

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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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City Guides
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Research
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