Unclaimed Profile

Steven George Prusky

WINDSOR SECURITIES, INC.·ARDMORE, Pennsylvania

Series 3, Series 7, Series 24, Series 63, Series 65Clean record27 years registeredWINDSOR SECURITIES, INC.

25 EAST ATHENS AVENUE, ARDMORE, PA 19003CRD# 2655805Firm CRD# 6415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven George Prusky · ARDMORE, PA

Registration

CRD #2655805 · WINDSOR SECURITIES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WINDSOR SECURITIES, INC.

WINDSOR SECURITIES INC

Aug 2020 – Dec 2022

ARDMORE, PA

WINDSOR SECURITIES INC

Jan 2005 – Mar 2012

ARDMORE, PA

MFI ASSOCIATES

Oct 1998 – Mar 2012

ARDMORE, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 8, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINDSOR SECURITIES, INC.

CRD 6415 · SEC 801-11280

AUM

$90M

Regulatory assets under management

Employees

95 client accounts

Services offered by WINDSOR SECURITIES, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WINDSOR SECURITIES, INC. →

Introduction

Speak with Steven George

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

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

Looking for a financial advisor in ARDMORE?

Browse all registered financial advisors in ARDMORE, Pennsylvania or claim this profile if it's yours.

Browse ARDMORE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven George Prusky offer?

Steven George Prusky specializes in Investment Management, Retirement Planning.

What are Steven George Prusky's credentials?

Steven George Prusky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven George Prusky located?

Steven George Prusky is based in ARDMORE, Pennsylvania, last registered with WINDSOR SECURITIES, INC..

How does Steven George Prusky charge for services?

Steven George Prusky's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINDSOR SECURITIES, INC.?

WINDSOR SECURITIES, INC. has approximately 1 employees and manages $90M 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 →

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

PITTSBURGH Guide PHILADELPHIA Guide WAYNE Guide RADNOR Guide BERWYN Guide

Research

Advisor Fees in Pennsylvania National Fee Analysis

Request removal of this profile