Investment adviser representative · S & A Financial Strategies & Services, LLC
Steven W. Tambone
CRD 4323965 · Cherry Hill, NJ
At a glance
Steven W. Tambone is an investment adviser representative with S & A Financial Strategies & Services, LLC in Cherry Hill, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- S & A Financial Strategies & Services, LLCSince April 2006Cherry Hill, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.