Securities America Advisors, Inc
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
Years of Experience
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Securities America Advisors, 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Hart Work History
Steven has 10 years of experience.
Securities America, Inc
Securities America Advisors
Capital Resources Group, Inc
Summit Brokerage Services, Inc
Summit Financial Group Inc
Metlife Securities Inc
Vsr Financial Services, Inc
Vsr Advisory Services
New England Securities
New England Financial
Wealth Concepts LLC
Metro State College
Steven Hart has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
New York, NY
Huntington Beach, CA