Steven John carsello Patzke
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
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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
- Seminars and workshops
Experience
11 years in the industry.
- Ep Wealth Advisors, LLC.Jul 2023 to now
- Goodworth Wealth ManagementAug 2021 to Jul 2023
- LPL Financial LLCAug 2021 to Jul 2023
- Responsible Investment GroupAug 2021 to Jul 2023
- Bishop Chatard High SchoolJul 2019 to Jul 2021
- Trader Joe'sJan 2019 to Jun 2019
- Vive Family ServicesJan 2019 to Jun 2019
- St. Johns College High SchoolJul 2018 to Jul 2019
- UnemployedMay 2018 to Aug 2018
- Charles River Community HealthJun 2017 to May 2018
- St. Cecilia ParishJun 2017 to Jan 2018
- The AcademyAug 2016 to May 2017
- Boston CollegeAug 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 7422596
- Firm CRD
- 111147