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Martha Jo Pulver

STEVEN CHARLES CAPITAL LTD·ROCHESTER, New York
Clean recordSTEVEN CHARLES CAPITAL LTD
200 CANAL VIEW BLVD, ROCHESTER, NY 14623CRD# 1208842Firm CRD# 104814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Martha Jo Pulver · ROCHESTER, NY
Registration
CRD #1208842 · STEVEN CHARLES CAPITAL LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Martha Jo Pulver is a registered financial advisor based in ROCHESTER, New York, affiliated with STEVEN CHARLES CAPITAL LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
STEVEN CHARLES CAPITAL LTD
STEVEN CHARLES CAPITAL LTD
AUM
$130M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STEVEN CHARLES CAPITAL LTD →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1208842
Firm CRD# 104814
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Martha Jo Pulver offer?
Martha Jo Pulver specializes in Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.
What are Martha Jo Pulver's credentials?
Martha Jo Pulver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Martha Jo Pulver located?
Martha Jo Pulver is based in ROCHESTER, New York, working with STEVEN CHARLES CAPITAL LTD. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Martha Jo Pulver charge for services?
Martha Jo Pulver's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEVEN CHARLES CAPITAL LTD?
STEVEN CHARLES CAPITAL LTD has approximately 2 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEVEN CHARLES CAPITAL LTD

Daniel L Braverman
ROCHESTER, NY
Steven Charles Braverman
ROCHESTER, NY

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