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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Crevar is a financial advisor currently associated with Mercer Global Advisors Inc. located in New York, NY. Steven is also a CERTIFIED FINANCIAL PLANNER™ professional. Steven has a broad range of experience, having worked with various firms in the financial industry. Previous employers include SUMMIT EQUITIES, INC., COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC., Purshe Kaplan Sterling Investments, and SUMMIT FINANCIAL, LLC. Steven Crevar has been in the industry for over 10 years and has a strong track record of providing excellent financial advice to their clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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2
NY
08/31/2021 - Present
Mercer Global Advisors Inc. (New York NY)
NJ
09/19/2018 - 11/29/2019
PURSHE KAPLAN STERLING INVESTMENTS (Hoboken NJ)
NJ
09/19/2016 - 09/19/2018
SUMMIT EQUITIES, INC. (HOBOKEN NJ)
NJ
01/10/2014 - 09/13/2016
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (Boonton NJ)
BOTH
Issued 06/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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