Steven Francione
Investment adviser representative at Guardian Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
$191.4MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Guardian Wealth Partners, LLCSep 2026 to now
- Guardian Life Insurance CompanyApr 2024 to now
- Park Avenue SecuritiesApr 2024 to now
- Northeast Financial NetworkJun 2022 to Apr 2024
- Nylife Securities LLCNov 2021 to Apr 2022
- New York Life Insurance CoMay 2021 to Mar 2022
- Equitable Advisors, LLCSep 2020 to Mar 2021
- UnemployedJul 2018 to Aug 2020
- Northwestern Mutual Investment Services, LLCMay 2018 to Jun 2018
- West Chester UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Guardian Wealth Partners, LLC
$191.4MAssets managed
402Clients
16Advisers
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
- 6962984
- Firm CRD
- 310203