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Lisa Michelle Avenevoli

STEVE ROBBINS, INC.·FLORISSANT, Missouri
Unclaimed Profile
325 RUE SAINT FRANCOIS, FLORISSANT, MO 63031CRD# 4174127Firm CRD# 117909
01

About

Lisa Michelle Avenevoli is a registered financial advisor based in FLORISSANT, Missouri, affiliated with STEVE ROBBINS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEVE ROBBINS, INC.
STEVE ROBBINS, INC.
AUM
$90M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4174127
Firm CRD# 117909
No disclosures on file
View on FINRA BrokerCheck →

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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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