Steven Greer, financial advisor Charlotte NC
93 score

Steven Greer

CRD Number: 5976309
Current Firm: Hobart Private Capital, LLC

Steven Greer (CRD# 5976309) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Hobart Private Capital, LLC Charlotte, NC Jul 2013 - Current 4
Gf Investment Services, LLC Sarasota, FL Feb 2012 - Current 6
Hobart Financial Group Charlotte, NC May 2010 - Current 7
Global Financial Private Capital, LLC Sarasota, FL Feb 2012 - Nov 2017 5
Kalos Capital, Inc. Alpharetta, GA Sep 2011 - Feb 2012 < 1
Boneheads Charlotte, NC May 2008 - May 2010 2
Weatherby Locums Cary, NC Jul 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Steven A. Greer
Phone Number: 704-553-0123
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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