Steven Dimitriou
Investment adviser representative at Mayflower Advisors
17 yearsExperience
2 statesRegistered in
$5.8BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Mayflower AdvisorsOct 2020 to now
- Mayflower Financial Advisors, LLCOct 2020 to now
- Private Client ServicesOct 2020 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Mayflower Advisors
Legal name: Mayflower Financial Advisors, LLC
$5.8BAssets managed
1,225Clients
27Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2177757
- Firm CRD
- 307857