Unclaimed Profile

John Salvatore Tassone

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC·NAPLES, Florida

Series 7, Series 24, Series 27, Series 63, Series 65Clean record20 years registeredSTEELBRIDGE PRIVATE WEALTH ADVISORS LLC

5150 TAMIAMI TRAIL NORTH, NAPLES, FL 34103CRD# 2936169Firm CRD# 282303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Salvatore Tassone · NAPLES, FL

Registration

CRD #2936169 · STEELBRIDGE PRIVATE WEALTH ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

FFT WEALTH MANAGEMENT

May 2022 – Jun 2026

Palm Beach, FL

LIDO ADVISORS

Feb 2021 – Jan 2022

BOCA RATON, FL

BOSTON PRIVATE WEALTH

Jun 2018 – Feb 2021

PALM BEACH GARDENS, FL

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

Jul 2016 – Sep 2018

JUPITER, FL

BAKERAVENUE

Apr 2014 – May 2016

PALM BEACH GARDENS, FL

DELTEC WEALTH MANAGEMENT, LLC

Jan 2013 – Jun 2013

PALM BEACH GARDENS, FL

GENSPRING FAMILY OFFICES, LLC

Jan 2006 – Nov 2012

GREENWICH, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · January 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

CRD 282303 · SEC 801-107278

AUM

$111M

Regulatory assets under management

Employees

46 client accounts

Services offered by STEELBRIDGE PRIVATE WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEELBRIDGE PRIVATE WEALTH ADVISORS LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NAPLES?

Browse all registered financial advisors in NAPLES, Florida or claim this profile if it's yours.

Browse NAPLES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Salvatore Tassone offer?

John Salvatore Tassone specializes in Financial Planning, Investment Management, Wealth Management.

What are John Salvatore Tassone's credentials?

John Salvatore Tassone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Salvatore Tassone located?

John Salvatore Tassone is based in NAPLES, Florida, last registered with STEELBRIDGE PRIVATE WEALTH ADVISORS LLC.

How does John Salvatore Tassone charge for services?

John Salvatore Tassone's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEELBRIDGE PRIVATE WEALTH ADVISORS LLC?

STEELBRIDGE PRIVATE WEALTH ADVISORS LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →