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Steven Angelo Mazzuchelli

Investment adviser representative at Bahl & Gaynor LLC
10 yearsExperience
1 stateRegistered in
$21BFirm assets
36 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
  • Seminars and workshops

Experience

10 years in the industry.

  1. Bahl & Gaynor LLCFeb 2024 to now
  2. Quasar Distributors, LLCOct 2023 to now
  3. Bg Is, LLCJul 2023 to now
  4. Advisors Asset Management, IncNov 2019 to Jun 2023
  5. Quasar Distributors, LLCMar 2018 to Oct 2019
  6. Teramo Advisors LLCMar 2018 to Oct 2019
  7. First Dominion Capital CorpJan 2017 to Mar 2018
  8. Resq Investment Partners, LLCFeb 2016 to Mar 2018
  9. Northern Lights Distributors, LLCFeb 2016 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (NY).

Bahl & Gaynor LLC

$21BAssets managed
889Clients
26Advisers
36 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
5284601
Firm CRD
106139
Advisor's SEC record (opens in a new tab)
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