Steven
Hart

Securities America Advisors, Inc

CRD#5868974
Investment Advisor
in Littleton, CO

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About this Advisor

Steven Hart is a certified financial planner located in Littleton, Colorado. Currently an investment advisor with Securities America Advisors, Inc, they have accumulated 10 years of professional experience in the financial advisory industry. Hart holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Hart can serve customers in Colorado. Throughout their career, Hart has worked at New England Securities, New England Financial, Wealth Concepts LLC, Metlife Securities Inc, Vsr Financial Services, Inc, Vsr Advisory Services, Capital Resources Group, Inc, Summit Brokerage Services, Inc, Summit Financial Group Inc, Securities America, Inc, Securities America Advisors and Metro State College. Securities America Advisors, Inc is based out of Littleton, Colorado, and operates out of 1,271 additional offices across the United States. As an advisor firm, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 client accounts and employs more than 1,989 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 127,618 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Securities America Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8071 Shaffer Parkway
Littleton, CO 80127

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$29,024,824,068

CO Average: $1,978,216,465
Total Number of Employees

1,989

CO Average: 226
Total Number of Accounts

184,356

CO Average: 7,467
Average Account Size

$157,439

CO Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Steven Hart Work History

Steven has 10 years of experience.

2017 - Present (4 years)

Securities America, Inc

2017 - Present (4 years)

Securities America Advisors

2015 - Present (6 years)

Capital Resources Group, Inc

2016 - 2017 (1 year)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Summit Financial Group Inc

2015 - 2015 (< 1 year)

Metlife Securities Inc

2015 - 2016 (1 year)

Vsr Financial Services, Inc

2015 - 2016 (1 year)

Vsr Advisory Services

2012 - 2015 (3 years)

New England Securities

2011 - 2015 (4 years)

New England Financial

2010 - 2011 (1 year)

Wealth Concepts LLC

2010 - 2011 (1 year)

Metro State College

Disclosures

Steven Hart has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Securities America Advisors, Inc

Andrew Zanowski
Chesterfield, MO
Brady Mullen
Littleton, CO
Joel Nelson
Sterling, CO
Michael Albert
Bryan, TX
Syed Nishat
New York, NY
Richard Rustin
Huntington Beach, CA
Merline Kurian
Amarillo, TX
Elijah Yurkin
Hampton, VA

This content was compiled from the SEC and FINRA.

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