Steven
Chercover

D.A. Davidson & Co

CRD#4143960
Investment Advisor
in Portland, OR
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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

Series 63, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

222 Sw Columbia St Suite 1400
Portland, OR 97201

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

OR Average: $2,609,029,241
Total Number of Employees

630

OR Average: 66
Total Number of Accounts

53,308

OR Average: 6,076
Average Account Size

$320,872

OR Average: $429,399

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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.

2000 - Present (19 years)

D.A. Davidson & Co

Disclosures

Steven Chercover has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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