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.
Credentials
CFP®
Experience Industry experience
7 years
Location
Dover, DE 19901
CSG Financial
Supported
Total advisors
3Clients per advisor
21 LowAvg AUM per client
$254,056 Very LowHNW client ratio
6% Very LowSteve has always felt that his role as an advisor should exclusively be to serve those who have put their trust in him and to do it to the best of his abilities, by any means necessary.
So, he decided to take a step that many advisors are increasingly considering:
He believes this approach realigns his incentives with his clients' best interests and empowers him to develop financial plans free from undue influence.
In his free time, Steve also serves on the board of the Societa Da Vinci, a local non-profit focused on providing educational grants and supporting cultural events around Italian heritage.
Steve is also an avid traveler and hiker. One of his life’s goals is to visit all 63 US national parks among various other outdoor adventures like shark diving.
Based on CSG Financial
1% Declining
$1200-$6000
$1200-$6000
Dover, DE
3980 North Dupont Highway
Dover DE 19901
Advisors at this office
3
Delaware · New York · Pennsylvania · Texas
7 years of industry experience
CSG Financial LLC
2024 - Present • 2 years
Dover, DE
CETERA Advisor Networks LLC
2023 - 2024 • 1 year
Newark, DE
Cetera
2023 - 2024 • 1 year
Schaumburg, IL
Diamond State Financial Group
2019 - 2024 • 5 years
Newark, DE
Minnesota Life Insurance Company
2019 - 2023 • 4 years
St. Paul, MN
Securian Financal Services Inc
2019 - 2023 • 4 years
St. Paul, MN
Securian Financial Services Inc
2019 - 2019 • 1 year
St. Paul, MN
Walgreens
2016 - 2017 • 1 year
Newark, DE
University of Delaware
2015 - 2019 • 4 years
Newark, DE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dover, DE
Big Investment Services
Daniel Venable is a Series 65-credentialed advisor with two years of industry experience. He is currently with Big Investment Services and previously worked at Boothe Investment Group, Inc. Outside of financial services, he has experience at Beracah Homes, Inc. and Enterprise Rent-A-Car. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach using index mutual funds, ETFs, and select individual equities, and offers distinctive services such as a wrap-fee program and third-party securities class-action claim monitoring.
Series 65
Dover, DE
Big Investment Services
Anna Hibbitt is a financial advisor at Big Investment Services with five years of industry experience and holds a Series 65 designation. She has worked previously at Boothe Investment Group, Inc., and is a partner at Excel Bookkeeping, a nonprofit focused on consulting, training, bookkeeping, and grant writing in Dover, DE. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million across about 617 client relationships and employs a tactical index investment approach that combines index mutual funds, ETFs, and select individual equities with fundamental, technical, and cyclical analysis.
Series 63, Series 65
Dover, DE
CSG Financial
Zachary Stone is a financial advisor at CSG Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Diamond State Financial Group and Cetera Advisor Networks. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm combines passive and active strategies with discretionary trading and offers alternative investment options, including potential cryptocurrency exposure.
CFP®, Series 66
Dover, DE
CSG Financial
Shane Galante is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at CSG Financial. Prior to joining CSG Financial, he held positions at Cetera Advisor Networks LLC and Diamond State Financial Group. In addition to his financial advisory work, Mr. Galante is a registered nurse at a mental health clinic. CSG Financial provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a blend of passive and active strategies, offers alternative investment options including cryptocurrency, and serves a range of clients through a small team of three advisors.
Series 63, Series 65
Dover, DE
Big Investment Services
David Boothe is a financial advisor at Big Investment Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Boothe Investment Group Inc. His outside business activity includes a partnership in DL FIVE LLC. Big Investment Services offers discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a tactical index investment approach and sponsors a wrap-fee program that combines advisory services with most transaction costs.
Series 65
Dover, DE
Big Investment Services
Rachel Benton is a financial advisor at Big Investment Services with a Series 65 designation and one year of industry experience. Her prior work includes roles at the State of Delaware and Postal Impact. Big Investment Services provides discretionary investment management and comprehensive financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $425 million across about 617 client relationships and employs a tactical index investment approach that integrates index funds, ETFs, and select individual equities guided by multiple analytical methods.
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