Thomas Stecich
Advisor at Athena Advisor Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Athena Advisor Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lombard, IL 60148
Credentials
Series 66
Industry experience
15 years
Thomas Stecich is a financial advisor at Athena Advisor Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Athena Advisor Services since 2013. Outside of his advisory role, Stecich serves as a volunteer firefighter at the Ogden Dunes Volunteer Fire Department and is treasurer of the Ogden Dunes Amateur Radio Club. Athena Advisor Services, LLC manages approximately $82.2 million for about 187 clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm provides discretionary asset management and financial planning, utilizing a blend of fundamental, technical, and cyclical analysis, with portfolios reviewed and rebalanced regularly.
Based on Athena Advisor Services, LLC
Based on Athena Advisor Services, LLC
2.0% maximum annual charge on all managed assets, billed quarterly in advance on a pro-rata annualized basis
Financial planning services available at $400 per quarter with a commitment to four quarters (1 year)
Account minimum: $500,000
1 E 22 Nd Street, Suite 405
Lombard, IL 60148
Arizona · Florida · Illinois · Texas · Wisconsin
Purshe Kaplan Sterling Investments
2013 - Present (13 years)
Athena Advisor Services, LLC
2013 - Present (13 years)
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