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Lisa Michelle Avenevoli

STEVE ROBBINS, INC.·FLORISSANT, Missouri
Series 7, Series 63, Series 65Clean record16 years registeredSTEVE ROBBINS, INC.
325 RUE SAINT FRANCOIS, FLORISSANT, MO 63031CRD# 4174127Firm CRD# 117909

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Michelle Avenevoli · FLORISSANT, MO
Registration
CRD #4174127 · STEVE ROBBINS, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

BLACKRIDGE ASSET MANAGEMENT, LLC
Sep 2021 – present
STEVE ROBBINS, INC.
Apr 2010 – Oct 2021
FLORISSANT, MO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 7, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEVE ROBBINS, INC.
CRD 117909 · SEC 801-125723
AUM
$90M
Regulatory assets under management
Employees
4
485 client accounts
Services offered by STEVE ROBBINS, INC.
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 STEVE ROBBINS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Lisa Michelle Avenevoli offer?
Lisa Michelle Avenevoli specializes in Financial Planning, Investment Management. Contact their office in FLORISSANT, Missouri for a consultation.
What are Lisa Michelle Avenevoli's credentials?
Lisa Michelle Avenevoli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Michelle Avenevoli located?
Lisa Michelle Avenevoli is based in FLORISSANT, Missouri, working with STEVE ROBBINS, INC.. Their office serves clients in the FLORISSANT metropolitan area and surrounding communities.
How does Lisa Michelle Avenevoli charge for services?
Lisa Michelle Avenevoli's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEVE ROBBINS, INC.?
STEVE ROBBINS, INC. has approximately 4 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEVE ROBBINS, INC.

Stephen Douglas Robbins
FLORISSANT, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
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Research
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