Steven
Symer

Royal Alliance Associates, Inc

CRD#5395681
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Steven Symer is a certified financial planner who works in Santa Barbara, California, with 11 years of experience as a financial advisor. Symer currently works for Royal Alliance Associates, Inc. During their career, the advisor has held roles at Grant Thornton Llp, Norman D Kovanda, Royal Alliance Associates, Inc and Balanced Wealth Planning, Inc. Symer has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Florida, Georgia, Hawaii, Idaho, Iowa, Nevada, Texas and Washington. Royal Alliance Associates, Inc is an advisory company headquartered in Santa Barbara, California. The firm has offices in 905 locations and a total of 3,849 employees. It handles $28 billion in assets across its 112,286 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 134 charities and foundations. Of its 112,286 customer accounts, 18% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually are based on the type of financial services. However, fee types charged by Royal Alliance Associates, Inc can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

55 S. La Cumbre Rd - #12
Santa Barbara, CA 93105

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

CA Average: $10,121,009,343
Total Number of Employees

3,849

CA Average: 92
Total Number of Accounts

112,286

CA Average: 6,978
Average Account Size

$251,584

CA Average: $1,450,417

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Steven Symer Work History

Steven has 11 years of experience.

2020 - Present (2 years)

Balanced Wealth Planning, Inc

2014 - Present (8 years)

Royal Alliance Associates, Inc

2013 - 2019 (6 years)

Norman D Kovanda

2011 - 2013 (2 years)

Grant Thornton Llp

Disclosures

Steven Symer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

John Franzago
West Dennis, MA
Grant Hartwell
Torrance, CA
Donna Tso
Honolulu, HI
Terry Nordmeyer
Kankakee, IL
Maja Stojanovic
Wakefield, MA
Kathryn Higgins
Fairport, NY
Russell Munn
Henrico, VA
Blake Harper
Lafayette, LA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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