Steven CrevarCRD 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.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|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|
Total Assets Under Management203MILLIONS
Total Number of Accounts1,923ACCOUNTS
Average Account Value$105,821
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.