Advisor at Stravolo Wealth Management, LLC
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Firm
Stravolo Wealth Management, LLC
Location
Spartanburg, SC 29301
Credentials
PFS™, Series 63, Series 65
Industry experience
24 years
Stephen Stravolo is a PFS™ credentialed financial advisor with 24 years of industry experience. He is principal of Stravolo Wealth Management, LLC, which he founded in 2009, and has also worked at LPL Financial and Cetera Advisor Networks. Stravolo Wealth Management, LLC serves individual investors and select pension and profit-sharing plans, managing approximately $9 million in discretionary assets. The firm utilizes an active, tactical investment approach focused on a limited range of mutual funds and variable annuity subaccounts, primarily catering to non–high-net-worth clients.
Based on Stravolo Wealth Management, LLC
Commissions and/or trail commissions are paid to the registered representative on product purchases; no advisory fees charged for management of the investment vehicles listed.
775 Spartan Boulevard, Suite 105
Spartanburg, SC 29301
Georgia · North Carolina · South Carolina
LPL Financial
2023 - Present (3 years)
Cetera Advisor Networks Llc
2013 - Present (13 years)
Stravolo Wealth Management, LLC
2009 - Present (17 years)
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Other specialized services
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