Steven Murlin, financial advisor Dublin OH
83 score

Steven Murlin

CRD Number: 1045174
Current Firm: Everhart Advisors

Steven Murlin (CRD# 1045174) is an Investment Advisor Representative working at Everhart Advisors in Dublin, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mid Atlantic Capital Corporation Dublin, OH Dec 2015 - Current < 1
Everhart Advisors Dublin, OH Mar 2010 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Mar 2010 - Dec 2015 5
Morgan Stanley Smith Barney Dublin, OH Jun 2009 - Mar 2010 < 1
Citigroup Global Markets Inc. Dublin, OH Aug 1997 - Sep 2009 12
The Northwestern Mutual Life Insurance C Milwaukee, WI Dec 1981 - Oct 2007 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination Nov 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Steven G. Murlin
Phone Number: 614-717-9705
Registered State(s):
  • OH
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)
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States


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