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Steven David Ledner

Equitable Distributors, LLC

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About Steven David Ledner

Steven Ledner is a financial advisor who has been working in the industry since March 6, 1997. Steven is currently registered with Equitable Distributors, LLC. Steven is also registered in 17 states. Previously Steven worked at ASSETMARK BROKERAGE, LLC, CAPITAL BROKERAGE CORPORATION, ALLSTATE DISTRIBUTORS, L.L.C., STEADFAST CAPITAL MARKETS GROUP, LLC, SUN LIFE FINANCIAL DISTRIBUTORS, INC., AIG SUNAMERICA CAPITAL SERVICES, INC., AMERICAN FUNDS DISTRIBUTORS, INC., and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. Steven holds licenses for Series 6, Series 7, Series 63 and Series 65.

Firm Information

Steven Ledner is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Steven Ledner’s Registration & Firm History

NC

12/22/2014 - Present

Equitable Distributors, LLC (Charlotte NC)

CA

08/15/2014 - 10/03/2014

ASSETMARK BROKERAGE, LLC (CONCORD CA)

VA

04/15/2014 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

IL

04/28/2011 - 12/31/2013

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

CA

10/13/2009 - 04/12/2011

STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)

MA

05/15/2006 - 07/14/2009

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

NJ

06/18/2001 - 05/01/2006

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

CA

07/30/1996 - 08/23/2000

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

CA

02/28/1992 - 03/08/1993

GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)

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Licenses & Designations

IA

Issued 06/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2009

Series 7 - General Securities Representative Examination

BC

Issued 07/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven David Ledner.
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