Steven Fishman, financial advisor Hackensack NJ
93 score

Steven Fishman

CRD Number: 1183434
Current Firm: Nfp Advisor Services, LLC

Steven Fishman (CRD# 1183434) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Hackensack, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
National Life Of Vermont East Orange, NJ Jul 1983 - Current 33
Self Cedar Knolls, NJ Jul 1983 - Current 33
Nfp Securities, Inc. Clifton, NJ Jul 1999 - Apr 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
Contact Info for Steven A. Fishman
Phone Number: 512-697-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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