Steven Bassetto

from Optivise Advisory Services LLC
SEC regulated
Regulated Investment Advisor
Steven Bassetto is a financial advisor based in Tennessee, Franklin, with 37 years of experience. Steven currently works for Optivise Advisory Services LLC. Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Bassetto works at Optivise Advisory Services LLC
Optivise Advisory Services LLC is a financial advisory firm based in Franklin, Tennessee. It currently has approximately $234,504,876 of assets under management and employs about 20 people. Optivise Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges, subscription fees and share in fee paid to sub-advisor, back office clerical and admin
Office location
109 Holiday Ct, Suite A6, Franklin, Tennessee, 37067

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