D.A. Davidson & Co
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About this Advisor
Steven Chercover is a chartered financial analyst based in Portland, Oregon, who has been in the advisory business for 18 years. Chercover is an advisor for D.A. Davidson & Co. They have spent their entire employment at D.a. Davidson & Co. Chercover holds a Series 63 license, designating them as a securities representative, and is able to advise clients in Oregon. D.A. Davidson & Co is a financial advisory business headquartered in Portland, Oregon. The company has offices in 67 locations and a total of 515 advisors. It oversees $15 billion in total assets among its 47,201 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 582 charitable organizations. Of its 47,201 customer accounts, 18% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically vary depending on the type of financial services offered. Fees billed by D.A. Davidson & Co can include some blend of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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D.A. Davidson & Co Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Chercover Work History
Steven has 18 years of experience.
D.A. Davidson & Co
Steven Chercover has no disclosures.
Please visit their SEC profile for more details.