Royal Alliance Associates, Inc
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
Years of Experience
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Royal Alliance Associates, Inc Brokerage Details
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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.
Balanced Wealth Planning, Inc
Royal Alliance Associates, Inc
Norman D Kovanda
Grant Thornton Llp
Steven Symer has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Royal Alliance Associates, Inc
West Dennis, MA
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 email@example.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.
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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.