Stephen Soviero

  • Senior Financial Analyst
    Stephen Soviero

    Stephen is a Senior Financial Analyst at AJ Wealth, providing clients with a high-level and sophisticated service. Stephen provides strong analytical support, as well as prompt and thorough attention to clients’ various financial planning needs. His ability to get the job done and always be a team player are major contributors to his success at the firm. Prior to joining the firm, Stephen attended Fairfield University and graduated in 2017 (Cum Laude) with a Bachelor of Science in Finance. Stephen currently holds the FINRA Series 65 securities registration.

Client Resources

Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

Follow Us