Steven
Simerka
Eqis Capital Management
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About this Advisor
Steven Simerka is a financial advisor working out of San Rafael, California with a total of 6 years of relevant experience. Simerka is on the advisory team at Eqis Capital Management. During their career, Simerka has held roles at Swank Capital, Quasar Distributors, LLC and Eqis Capital Management, Inc. Simerka maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Eqis Capital Management is a firm operating out of San Rafael, CA. The investment advisory business has a total of 42 financial advisors. It administers $1 billion in total assets among its 12,724 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises six charitable organizations. Of its 12,724 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets. Eqis Capital Management offers a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which services are offered. Fees charged by Eqis Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eqis Capital Management Brokerage Details
$1,432,187,488
42
12,724
$112,558
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Steven Simerka Work History
Steven has been registered as a financial advisor for 6 years.*
Eqis Capital Management, Inc
Swank Capital
Quasar Distributors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Simerka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eqis Capital Management
San Rafael, CA
San Rafael, CA
Apex, NC
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
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