Steven Dimitriou has been Managing Partner/CEO of Mayflower Financial Advisors since April 2019, is a control person of the firm and directly owns under 5% of it.
Mayflower Financial Advisors, LLC is a Boston, MA firm with $5.82B under management, 1,225 clients and 27 advisers across 8 offices, as of its August 2026 filing.
Steven Dimitriou’s longest registration was 10 years at Wells Fargo Advisors Financial Network, LLC (2010–2020). Before joining Mayflower Financial Advisors in 2020, Steven Dimitriou was registered through Wells Fargo Advisors Financial Network, LLC.
- Wells Fargo Advisors Financial Network, LLC– · 10 yearsBoston, MA · Adviser representative · Firm CRD 11025
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsBoston, MA · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Steven Dimitriou is registered as an investment adviser representative in 2 states. Each was approved in October 2020.
- MassachusettsSince 19 October 2020
- TexasSince 16 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 March 2006 |
| Series 24 | General Securities Principal Examination | 3 November 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 March 1997 |
| Series 7 | General Securities Representative Examination | 5 July 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2177757
- Firm
- Mayflower Financial Advisors · CRD 307857
- Role
- Managing Partner/CEO
- Office
- 265 FRANKLIN STREET, SUITE 401, Boston, MA 02110
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Steven Dimitriou work?
Steven Dimitriou has been Managing Partner/CEO of Mayflower Financial Advisors, LLC since April 2019, and is a control person of the firm.
Is Steven Dimitriou a financial advisor?
Yes. Steven Dimitriou has a current investment-adviser registration in Massachusetts and Texas, through Mayflower Financial Advisors since October 2020.
How many years of experience does Steven Dimitriou have?
Steven Dimitriou has 34 years in the financial industry, since August 1992, across 2 adviser firms.
What exams has Steven Dimitriou passed?
Steven Dimitriou has passed 6 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 24 and Series 66. The earliest, the Series 6, was passed in November 1991. FINRA credited Steven Dimitriou with the SIE, which began in October 2018.
Where did Steven Dimitriou work before Mayflower Financial Advisors?
Before Mayflower Financial Advisors, Steven Dimitriou was registered through Wells Fargo Advisors Financial Network, LLC, March 2006 to December 2009.
Where is Steven Dimitriou based?
Steven Dimitriou’s registered office is in Boston, MA.
Is Steven Dimitriou registered with FINRA?
Yes. Steven Dimitriou has a current broker registration, under CRD 2177757.
Source: FINRA BrokerCheck
How can I verify Steven Dimitriou’s record?
Search CRD 2177757 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Dimitriou’s full registration record.