Steven Rzucidlo
SR Financial Services · Seven Hills, Ohio
Steven Rzucidlo is a fee-only financial advisor at SR Financial Services in Seven Hills, Ohio. SR Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | SR Financial Services |
|---|---|
| Based in | Seven Hills, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $82.0M across 56 accounts |
| SEC registration | Investment adviser representative in OH, PA · CRD 4555967 |
| Exams passed | Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Steven's firm compares
- SR Financial Services's average account is about $1.5 million, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Steven
Is Steven Rzucidlo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and SR Financial Services 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, SR Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Steven Rzucidlo based?
Steven Rzucidlo is based in Seven Hills, Ohio.
Is Steven Rzucidlo registered with the SEC?
Yes. Steven Rzucidlo is registered as an investment adviser representative in OH and PA (CRD 4555967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SR Financial Services manage?
SR Financial Services reports $82.0M across 56 accounts in assets under management.
How do I contact Steven Rzucidlo?
Contact details aren't on file yet. Search for SR Financial Services.
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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