Unclaimed
Steven Christopher Edwards is a financial advisor with Arcus Capital Partners, LLC. Steven has been with the firm since September 2008 and is registered to provide investment advice in Alabama, California, Colorado, Georgia, Louisiana, and Texas. Steven has been in the financial industry for over 25 years. His previous employment experience includes positions with Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Morgan Stanley & Co., Incorporated, and Van Kampen American Capital Distributors, Inc. Steven specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, charitable organizations, and pooled investment vehicles. Steven is committed to providing his clients with personalized financial advice and investment solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
General partner profits allocation & earned/carried interest
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2
GA
10/10/2018 - Present
Arcus Capital Partners, LLC (ATLANTA GA)
GA
01/17/2003 - 09/29/2008
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
02/27/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
02/06/1998 - 03/06/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
TX
06/10/1997 - 09/09/1997
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
07/27/1994 - 02/19/1997
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 12/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1998
Series 3 - National Commodity Futures Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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