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Steven Earl Pottieger

Connors Investor Services Inc.

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About Steven Earl Pottieger

Steven Earl Pottieger is a financial advisor with Connors Investor Services Inc., a firm that provides financial advice to a variety of clients, including individuals, corporations, and institutions. Steven has been in the financial services industry since 1986 and is a Certified Financial Planner. Steven holds the Series 3, 7 and 63 securities licenses as well as the Series 65 investment advisor license. Steven's primary focus is providing investment management services to clients. Steven specializes in a wide range of investment strategies, including equity, fixed income, and alternative investments.

Firm Information

Steven Pottieger is currently registered with Connors Investor Services Inc.. Connors Investor Services Inc. is an investment advisor based in Wyomissing, Pennsylvania. The firm manages $1.05 billion in regulatory assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, investment companies, pooled investment vehicles, pension and profit-sharing plans, corporations, and state and municipal government entities. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Connors Investor Services Inc. also offers selection of other advisers and participates in wrap fee programs.
Connors Investor Services Inc.

1210 BROADCASTING ROAD

WYOMISSING, PA 19610-3213

$1.05B

Assets Under Management

Not reported

Total Clients

9

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Pottieger’s Registration & Firm History

PA

05/18/2006 - Present

Connors Investor Services Inc. (WYOMISSING PA)

NY

01/22/1988 - 05/06/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NA

09/29/1986 - 02/10/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 10/13/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1989

Series 3 - National Commodity Futures Examination

BC

Issued 09/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Earl Pottieger.
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