Steven Kobrin, financial advisor Coral Springs FL
96 score

Steven Kobrin

CRD Number: 5923138
Current Firm: Wells Fargo Clearing Services, LLC

Steven Kobrin (CRD# 5923138) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Coral Springs, FL and has over 6 years of experience in the finance industry. Steven Kobrin 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
Wells Fargo Clearing Services, LLC Coral Springs, FL Nov 2016 - Current 1
Student Tallahassee, FL May 2007 - Current 11
Wells Fargo Advisors, LLC Coral Springs, FL Jun 2012 - Nov 2016 4
Ing Financial Partners Boca Raton, FL Jun 2011 - Jun 2012 1
Florida State University Tallahassee, FL Aug 2007 - May 2011 3
Wells Fargo Advisors Coral Springs, FL May 2010 - Sep 2010 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Steven M. Kobrin
Phone Number: 314-875-3000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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