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Steven Marc Ravlin

Echo45 Advisors LLC

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About Steven Marc Ravlin

Steven Marc Ravlin is a Certified Financial Planner™ with over 10 years of experience in the financial industry. Steven is currently registered with Echo45 Advisors LLC in Walnut Creek, CA and is active in the state of California. Steven has also previously worked with Fidelity Brokerage Services LLC and CUSO Financial Services, L.P. Steven has passed Series 7TO, Series 66 and SIE exams.

Firm Information

Steven Ravlin is currently registered with Echo45 Advisors LLC. Echo45 Advisors LLC is an investment advisor registered with the SEC. Based in Walnut Creek, CA, the firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other services. The firm manages approximately $167,785,907 in assets for 526 clients, including high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses.
Echo45 Advisors LLC

1801 N CALIFORNIA BLVD

WALNUT CREEK, CA 94596

$167.79M

Assets Under Management

6

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Steven Ravlin’s Registration & Firm History

CA

01/22/2024 - Present

Echo45 Advisors LLC (WALNUT CREEK CA)

RI

03/31/2023 - 12/15/2023

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

OR

06/05/2020 - 06/27/2022

CUSO FINANCIAL SERVICES, L.P. (CORVALLIS OR)

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Licenses & Designations

BOTH

Issued 06/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/11/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Marc Ravlin.
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