Steven
Pollock

1St Global Advisors Inc

CRD#5173195
Investment Advisor
in San Diego, CA
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About this Advisor

Steven Pollock is a certified financial planner working out of San Diego, California, who has been in the industry for 14 years. Pollock works at 1St Global Advisors Inc. Pollock has gained experience at Armstrong, Fisch, Tutoli, Sp Business Solutions, 1St Global Capital Corp, Rawdin-Baron Financial, Inc, 1St Global Advisors, Inc and 1St Global Insurance Services, Inc. Pollock holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. 1St Global Advisors Inc is a company that has its headquarters in San Diego, California. The company has offices in 436 locations and a total of 1,049 employees. It controls $10 billion in total assets between its 28,955 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 29 charities and foundations. Of its 28,955 customer accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets available to invest. 1St Global Advisors Inc offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically vary depending on the type of services provided. Fee types billed by 1St Global Advisors Inc likely include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

4747 Morena Boulevard Suite 102
San Diego, CA 92117

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

CA Average: $3,042,739,679
Total Number of Employees

1,049

CA Average: 49
Total Number of Accounts

28,955

CA Average: 2,315
Average Account Size

$345,260

CA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Steven Pollock Work History

Steven has 14 years of experience.

2010 - Present (9 years)

Rawdin-Baron Financial, Inc

2007 - Present (12 years)

1St Global Advisors, Inc

2007 - Present (12 years)

1St Global Insurance Services, Inc

2006 - Present (13 years)

1St Global Capital Corp

2006 - 2010 (4 years)

Armstrong, Fisch, Tutoli

2004 - 2010 (6 years)

Sp Business Solutions

Disclosures

Steven Pollock has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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