AdvisorOS Directory
Claim Profile
Unclaimed Profile
SW

Steven Andrew Wolf

WOLF MONEY MANAGEMENT, INC.·RONKONKOMA, New York
Series 7, Series 24, Series 63, Series 65Clean record15 years registeredWOLF MONEY MANAGEMENT, INC.
3505 VETERANS MEMORIAL HWY, RONKONKOMA, NY 11779CRD# 2231584Firm CRD# 113030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Andrew Wolf · RONKONKOMA, NY
Registration
CRD #2231584 · WOLF MONEY MANAGEMENT, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

CWM, LLC
Aug 2023 – present
WOLF MONEY MANAGEMENT, INC.
Jun 2014 – Oct 2023
PALM COAST, FL
WOLF MONEY MANAGEMENT, INC.
Sep 2010 – Dec 2013
RONKONKOMA, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · September 23, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOLF MONEY MANAGEMENT, INC.
CRD 113030 · SEC 801-78902
AUM
$50M
Regulatory assets under management
Employees
3
247 client accounts
Services offered by WOLF MONEY MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOLF MONEY MANAGEMENT, INC. →
Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RONKONKOMA?

Browse all registered financial advisors in RONKONKOMA, New York or claim this profile if it's yours.

Browse RONKONKOMA AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WOLF MONEY MANAGEMENT, INC.

Paul Brian Wolf
RONKONKOMA, NY

More Advisors in RONKONKOMA, New York

Rosanna Nmn Prestia
PFS HOLDINGS LLC·RONKONKOMA, NY
Andrew Spaventa
TSG ALPHA PARTNERS, LLC·RONKONKOMA, NY
Salvatore Charles Caruso
TSG ALPHA PARTNERS, LLC·RONKONKOMA, NY
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile