Unclaimed Profile

Thomas J Stecich

ATHENA ADVISOR SERVICES, LLC·DES PLAINES, Illinois

SIE, Series 7, Series 31, Series 66Clean record15 years registeredATHENA ADVISOR SERVICES, LLC

680 LEE STREET, DES PLAINES, IL 60016CRD# 5712835Firm CRD# 150960

Profile Verification

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

Identity

Thomas J Stecich · DES PLAINES, IL

Registration

CRD #5712835 · ATHENA ADVISOR SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ATHENA ADVISOR SERVICES, LLC

Jan 2013 – present

LPL FINANCIAL LLC

Nov 2010 – Aug 2013

DES PLAINES, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · November 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATHENA ADVISOR SERVICES, LLC

CRD 150960 · SEC 801-77522

AUM

$45M

Regulatory assets under management

Employees

507 client accounts

Services offered by ATHENA ADVISOR SERVICES, 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 ATHENA ADVISOR SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas J Stecich offer?

Thomas J Stecich specializes in Financial Planning, Investment Management. Contact their office in DES PLAINES, Illinois for a consultation.

What are Thomas J Stecich's credentials?

Thomas J Stecich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas J Stecich located?

Thomas J Stecich is based in DES PLAINES, Illinois, working with ATHENA ADVISOR SERVICES, LLC. Their office serves clients in the DES PLAINES metropolitan area and surrounding communities.

How does Thomas J Stecich charge for services?

Thomas J Stecich'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 ATHENA ADVISOR SERVICES, LLC?

ATHENA ADVISOR SERVICES, LLC has approximately 5 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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