Steven Anthony Quirini

Monere Wealth Management, INC.

16 Years of Experience

Broker

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Areas of Practice

Retirement PlanningEstate PlanningEducation Planning

Monere Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

350 clients

Average Client Portfolio

$771K average

Assets Under Management

$270.0M

Fee Structure

Minimum Investment:$25K

Minimum Annual Fee:$1,000

Location

20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Monere Wealth Management, INC.

July 2023 - Present · 2 yrs 7 mos

Monere Investments, INC.Broker

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Sanctuary Advisors, LLC

August 2015 - July 2023 · 7 yrs 11 mos

David A. Noyes & Company

July 2009 - August 2015 · 6 yrs 1 mo

Sanctuary Securities, INC.Broker

April 2009 - July 2023 · 14 yrs 3 mos

State Registrations26 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.