Unclaimed Profile

Steven Craig Johnson

FINIVI INC.·WESTBOROUGH, Massachusetts

SIE, Series 6, Series 7, Series 24, Series 63, Series 65ChFCClean record24 years registeredFINIVI INC.

1400 COMPUTER DRIVE, WESTBOROUGH, MA 01581CRD# 1995029Firm CRD# 292329

Profile Verification

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

Identity

Steven Craig Johnson · WESTBOROUGH, MA

Registration

CRD #1995029 · FINIVI INC. · 24 years registered

Brand Profile

Not yet started

Career History

FINIVI INC.

Mar 2018 – present

SIGNATOR INVESTORS, INC.

Jan 2018 – Mar 2018

WESTBOROUGH, MA

SIGNATOR INVESTORS, INC.

Jun 2010 – Dec 2017

WESTBOROUGH, MA

SIGNATOR INVESTORS, INC.

Dec 2001 – Dec 2002

WESTBOROUGH, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 3, 2001

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINIVI INC.

CRD 292329 · SEC 801-112470

AUM

$216M

Regulatory assets under management

Employees

1,177 client accounts

Services offered by FINIVI INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINIVI INC. →

Introduction

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Frequently Asked Questions

What services does Steven Craig Johnson offer?

Steven Craig Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTBOROUGH, Massachusetts for a consultation.

What are Steven Craig Johnson's credentials?

Steven Craig Johnson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Craig Johnson located?

Steven Craig Johnson is based in WESTBOROUGH, Massachusetts, working with FINIVI INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.

How does Steven Craig Johnson charge for services?

Steven Craig Johnson'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 FINIVI INC.?

FINIVI INC. has approximately 8 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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