Steven Crevar, financial advisor Boonton NJ
90 score

Steven Crevar

CRD Number: 5560038
Current Firm: Comprehensive Capital Management, Inc.

Steven Crevar (CRD# 5560038) is an Investment Advisor Representative working at Comprehensive Capital Management, Inc. in Boonton, NJ and has 1 year of experience in the finance industry. Steven Crevar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Nov 2013 - Current 3
Comprehensive Capital Management, Inc. Parsippany, NJ Nov 2013 - Current 3
Smf Financial Advisors Clifton, NJ Mar 2013 - Aug 2013 < 1
Bottle King Wayne, NJ Sep 2012 - Aug 2013 < 1
The Hogan Knotts Financial Group Red Bank, NJ Jun 2010 - Sep 2012 2
William Patterson University Wayne, NJ Sep 2007 - Apr 2010 2
Bottle King Wayne, NJ Feb 2005 - Jan 2010 4
Bergen Community College Paramus, NJ Sep 2004 - Apr 2007 2

Steven Crevar has no recent exams reported.
Contact Info for Steven Crevar
Phone Number: 973-394-0404
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    203
    MILLIONS
  • Total Number of Accounts
    1,923
    ACCOUNTS
  • Average Account Value
    $105,821
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA, WA

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

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