Stephen Piccione Mcavoy
Investment adviser representative at Hantz Financial Services, Inc.
12 yearsExperience
1 stateRegistered in
$10BFirm assets
10 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hantz Financial Services, Inc.Aug 2025 to now
- Jackson National LifeSep 2024 to Sep 2025
- United Wholesale MortgageNov 2023 to Aug 2024
- Farmington High SchoolMar 2023 to Jun 2023
- UnemployedDec 2022 to Feb 2023
- Quality DairyMay 2022 to Dec 2022
- Batteries PlusOct 2020 to Oct 2021
- Pine Trace Golf ClubMay 2020 to Aug 2020
- Michigan State UniversityAug 2019 to Dec 2022
- Bluffton UniversityAug 2018 to May 2019
- Pro Car WashJan 2018 to Apr 2018
- Oakland Hills Country ClubApr 2016 to Oct 2023
- Troy High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Hantz Financial Services, Inc.
$10BAssets managed
24,070Clients
397Advisers
10 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
- 8152143
- Firm CRD
- 46047