Steven Szikszay
Analyst-Equity at Sound Income Strategies LLC
Steven Szikszay active positions
| Companies | Position | Start | End |
|---|---|---|---|
Sound Income Strategies LLC
 Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds. | Analyst-Equity | 2018-10-31 | - |
Career history of Steven Szikszay
Former positions of Steven Szikszay
| Companies | Position | Start | End |
|---|---|---|---|
Newport Group Securities, Inc.
 Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Corporate Officer/Principal | 2017-06-30 | 2018-09-30 |
Training of Steven Szikszay
| Florida State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Analyst-Equity | 1 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Sound Income Strategies LLC
Sound Income Strategies LLC Investment ManagersFinance Sound Income Strategies LLC (SIS) is a SEC-registered investment adviser headquartered in Fort Lauderdale, Florida. The firm was founded by David Scranton in 2014 and is wholly owned by Sound Income Group LLC. SIS provides investment advice to individuals, other investment advisors, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations or business entities. The firm also sub-advises a series of exchange-traded funds. | Finance |
Newport Group Securities, Inc.
Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Finance |
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