Steven Check, financial advisor Costa Mesa CA

Steven Check

CRD Number: 1549561
Current Firm: Check Capital Management Inc.

Steven Check (CRD# 1549561) is an Investment Advisor Representative working at Check Capital Management Inc. in Costa Mesa, CA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Check Capital Management Inc. Costa Mesa, CA Jan 1987 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Steven G. Check
Phone Number: 714-641-3579
Registered State(s):
  • AZ
  • CA
  • MN
  • NV
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,403
    MILLIONS
  • Total Number of Accounts
    2,175
    ACCOUNTS
  • Average Account Value
    $645,108
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, ID, IL, LA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA

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