Steven Gattuso
Courier Capital · Sarasota, Florida
Steven Gattuso is a fee-only financial advisor at Courier Capital in Sarasota, Florida, who holds the CFP and CFA credentials. Courier Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Courier Capital |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.59B across 3,857 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, NY · CRD 7421279 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.couriercapital.com |
How Steven's firm compares
- Courier Capital's average account is about $930,000, from its Form ADV (assets managed divided by 3,857 accounts).
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Questions about Steven
Is Steven Gattuso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Courier Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Courier Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Gattuso based?
Steven Gattuso is based in Sarasota, Florida.
What credentials does Steven Gattuso hold?
Steven Gattuso holds the CFP and CFA credentials.
Is Steven Gattuso registered with the SEC?
Yes. Steven Gattuso is registered as an investment adviser representative in FL and NY (CRD 7421279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Courier Capital manage?
Courier Capital reports $3.59B across 3,857 accounts in assets under management.
How do I contact Steven Gattuso?
Through Steven's website, www.couriercapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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