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Steve Athanassie

TRADEMARK CAPITAL MANAGEMENT INC·BOGART, Georgia
Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record30 years registeredTRADEMARK CAPITAL MANAGEMENT INC
1551 JENNINGS MILL ROAD, BOGART, GA 30622CRD# 1329148Firm CRD# 110237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steve Athanassie · BOGART, GA
Registration
CRD #1329148 · TRADEMARK CAPITAL MANAGEMENT INC · 30 years registered
Brand Profile
Not yet started
01

Career History

INDEPENDENT FINANCIAL PARTNERS
Jan 2024 – present
PROVISE MANAGEMENT GROUP, LLC
Mar 2013 – Dec 2023
Tampa, FL
TRADEMARK CAPITAL MANAGEMENT INC
Jun 1996 – Feb 2013
NEW PORT RICHEY, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 24
Series 63
Series 65
Registration record
First registered · June 5, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRADEMARK CAPITAL MANAGEMENT INC
CRD 110237 · SEC 801-57008
AUM
$131M
Regulatory assets under management
Employees
11
184 client accounts
Services offered by TRADEMARK CAPITAL MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
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05

Frequently Asked Questions

What services does Steve Athanassie offer?
Steve Athanassie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOGART, Georgia for a consultation.
What are Steve Athanassie's credentials?
Steve Athanassie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve Athanassie located?
Steve Athanassie is based in BOGART, Georgia, working with TRADEMARK CAPITAL MANAGEMENT INC. Their office serves clients in the BOGART metropolitan area and surrounding communities.
How does Steve Athanassie charge for services?
Steve Athanassie's firm is compensated through percentage of aum, hourly charges, subscription fees, other: model portfolio provider fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRADEMARK CAPITAL MANAGEMENT INC?
TRADEMARK CAPITAL MANAGEMENT INC has approximately 11 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRADEMARK CAPITAL MANAGEMENT INC

Dorothy Campbell
BOGART, GA

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Research
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