Steven
Strauss

Droms Strauss Wealth Management

CRD#3192522
Investment Advisor
in Saint Louis, MO

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About this Advisor

Steven Strauss is a personal financial specialist working out of Saint Louis, Missouri with 24 years of relevant experience. Strauss is an employee of Droms Strauss Wealth Management. Over the course of their career, Strauss has held roles at Droms Strauss Advisors, Inc, Integrated Financial Solutions, LLC and Elias Strauss Cpas, LLC. Strauss has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Missouri and Texas. Droms Strauss Wealth Management is a business headquartered in Saint Louis, MO. It controls $593 million in assets under management between its 1,230 client accounts, placing it among the larger firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 1,230 accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually depend on which services are provided. However, fee types charged by Droms Strauss Wealth Management can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 65, Personal Financial Specialist

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

501 North Lindbergh Boulevard
Saint Louis, MO 63141-7844

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Droms Strauss Wealth Management Brokerage Details

Total Assets Under Management

$592,630,242

MO Average: $11,469,110,461
Total Number of Employees

8

MO Average: 458
Total Number of Accounts

1,230

MO Average: 33,415
Average Account Size

$481,813

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Steven Strauss Work History

Steven has been registered as a financial advisor for 24 years.*

2016 - Present (8 years)

Elias Strauss Cpas, LLC

1995 - Present (29 years)

Droms Strauss Advisors, Inc

2002 - 2016 (14 years)

Integrated Financial Solutions, 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 Strauss 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 Droms Strauss Wealth Management

Anthony Gennaoui
Saint Louis, MO
Michael Murphy
Saint Louis, MO
Jason Niemann
Saint Louis, MO
Steven Strauss
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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