Steven Belcher, financial advisor Fort Myers FL

Steven Belcher

CRD Number: 2677776
Current Firm: Eagle Strategies LLC

Steven Belcher (CRD# 2677776) is an Investment Advisor Representative working at Eagle Strategies LLC in Fort Myers, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Mahoney Financial Organization, LLC Fort Myers, FL Oct 2013 - Current 10
Belcher & Company Fort Myers, FL Jun 2006 - Current 17
Nylife Securities Inc. Ft Lauderdale, FL Oct 1995 - Current 28
New York Life Ins Co Fort Lauderdale, FL Sep 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2005
S65 NASAA Investment Advisors Law Examination Oct 2004
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven F. Belcher
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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