Steven Flanders
Get their honest, personalized take on your startup.
Sign in to pitch Steven →At a glance
- Full Name
- Steven Flanders
- Title
- Senior Vice President-Wealth Management, Financial Advisor
- Firm
- UBS Financial Services Inc.
- Firm Type
- Wealth management / registered broker-dealer and SEC-registered investment adviser
- Investment Stage
- No verified venture-capital or seed-stage investment mandate found
- Target Company Profile
- Not publicly positioned as a startup investor; public materials indicate advisory services for wealth-management clients, including individuals, small businesses, institutional clients, pension consulting clients, charitable organizations, and high-net-worth clients
- Sector Focus
- Wealth management, financial planning, portfolio management, pension consulting
- Geographic Focus
- Registered to provide advisory services in New York and Texas
- Location
- Syracuse, New York
Background
Steven Flanders is a Syracuse, New York-based financial advisor with UBS Financial Services Inc. Public advisor-profile data lists him under CRD #830504 and identifies him as an investment advisor at UBS Financial Services Inc., with registrations in New York and Texas and Series 63 and Series 65 qualifications.
His LinkedIn profile identifies him as based in Syracuse and affiliated with UBS, with education at the State University of New York College at Brockport from 1971 to 1975. SignalHire and LinkedIn search snippets list his role as “Senior Vice President-Wealth Management, Financial Advisor” at UBS.
The UBS Syracuse branch is located at 440 South Warren Street, 6th Floor, The Galleries, Syracuse, NY 13202. UBS states that UBS Financial Services Inc. provides wealth-management services in the United States as a registered broker-dealer and also offers investment advisory services as an SEC-registered investment adviser.
I did not find reliable public evidence that the stub email `[hidden]`, the stub phone number `(315) 448-3328`, or the stub “Seed Round” investment-stage designation belong to this Steven Flanders or describe his current investing activity.
Investment Thesis & Focus
- Flanders appears to operate as a wealth-management financial advisor rather than a venture-capital investor; I found no verified seed-stage fund, angel portfolio, or direct startup-investing mandate tied to him.
- Public advisor-profile data for UBS Financial Services Inc. lists services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, selection of other advisers, newsletters/periodicals, security rating/pricing services, and educational seminars.
- UBS describes its advisory framework as UBS Wealth Way, which “starts with questions and discussions” to organize a client’s financial life across Liquidity, Longevity, and Legacy needs.
- UBS states that brokerage and investment-advisory services are distinct, and that clients should understand whether UBS and its advisors are acting in an advisory or broker-dealer capacity for a particular service.
Notable Investments
- No publicly verifiable venture/startup investments, seed rounds, portfolio companies, or direct private-company deals were found for Steven Flanders.
- UBS Financial Services Inc. public materials describe client portfolio-management and wealth-advisory services, but do not disclose Flanders-specific client holdings or investment transactions.
Unlock the full research
Get how to approach them, recent activity, sources, contact links — plus pitch their AI twin for a candid read on your raise.
One-time. Stays unlocked for you.