Steven Prumo
Investment adviser representative at Advisory Services Network
16 yearsExperience
1 stateRegistered in
$10.6BFirm assets
16 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Advisory Services Network, LLCSep 2026 to now
- Prumo Wealth Management, LLCJan 2026 to Sep 2026
- Morgan StanleyOct 2023 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2010 to Oct 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MD).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 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
- 2639922
- Firm CRD
- 146051