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Steven Andrew Wolf

WOLF MONEY MANAGEMENT, INC.·RONKONKOMA, New York
Unclaimed Profile
3505 VETERANS MEMORIAL HWY, RONKONKOMA, NY 11779CRD# 2231584Firm CRD# 113030
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About

Steven Andrew Wolf is a registered financial advisor based in RONKONKOMA, New York, affiliated with WOLF MONEY MANAGEMENT, 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
WOLF MONEY MANAGEMENT, INC.
WOLF MONEY MANAGEMENT, INC.
AUM
$50M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WOLF MONEY MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2231584
Firm CRD# 113030
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Andrew Wolf offer?
Steven Andrew Wolf specializes in Financial Planning, Investment Management. Contact their office in RONKONKOMA, New York for a consultation.
What are Steven Andrew Wolf's credentials?
Steven Andrew Wolf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Andrew Wolf located?
Steven Andrew Wolf is based in RONKONKOMA, New York, working with WOLF MONEY MANAGEMENT, INC.. Their office serves clients in the RONKONKOMA metropolitan area and surrounding communities.
How does Steven Andrew Wolf charge for services?
Steven Andrew Wolf's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLF MONEY MANAGEMENT, INC.?
WOLF MONEY MANAGEMENT, INC. has approximately 3 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RONKONKOMA
Salvatore Charles Caruso — TSG ALPHA PARTNERS, LLCSebastian Alexander Prestia — PFS HOLDINGS LLCPaul Brian Wolf — WOLF MONEY MANAGEMENT, INC.Paris Maximus Prestia — PFS HOLDINGS LLCRosanna Nmn Prestia — PFS HOLDINGS LLC
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