Steven Hart, financial advisor Atlanta GA
90 score

Steven Hart

CRD Number: 5927063
Current Firm: Charles Schwab & Company, Inc.

Steven Hart (CRD# 5927063) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Alpharetta, GA Sep 2015 - Current 1
Charles Schwab & Company, Inc. Alpharetta, GA Sep 2015 - Current 1
E*trade Capital Management, LLC Alpharetta, GA Feb 2014 - Sep 2015 1
E*trade Securities LLC Alpharetta, GA Feb 2014 - Sep 2015 1
Lpl Financial Alpharetta, GA Jul 2012 - Feb 2014 1
Merit Financial Advisors Alpharetta, GA Jul 2012 - Feb 2014 1
Edward Jones St Louis, MO Jun 2011 - Jul 2012 1
Great Southern Bank Joplin, MO Aug 2010 - May 2011 < 1
Bank Midwest Columbia, MO May 2010 - Aug 2010 < 1
Missouri Senate Jefferson City, MO Jan 2010 - May 2010 < 1
Full Time Student Joplin, MO Aug 2009 - Dec 2009 < 1
Lake Ozark Grounds Maintence Lake Ozark, MO Jun 2009 - Aug 2009 < 1
Subway Lake Ozark, MO May 2009 - Aug 2009 < 1
Full Time Student Joplin, MO Jan 2009 - May 2009 < 1
Jasper County Collector Carthage, MO Apr 2008 - Jan 2009 < 1
Full Time Student Worcester, MA Aug 2007 - Apr 2008 < 1
Assumption College B&g Worcester, MA May 2007 - Aug 2007 < 1
Full Time Student Worcester, MA Aug 2006 - May 2007 < 1
Dunkin Donuts Oldsmar, FL Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Steven G. Hart
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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