Steven Reder, financial advisor Irving TX

Steven Reder

CRD Number: 4247614
Current Firm: Goldman Sachs Personal Financial Management

Steven Reder (CRD# 4247614) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in Irving, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Feb 2019 - Current 1
Lenox Wealth Management, Inc. Cincinnati, OH Jul 2014 - Dec 2018 4
Pnc Investments Pittsburgh, PA Jun 2010 - Jul 2014 4
Pnc Bank Pittsburgh, PA Jun 2010 - Jul 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination Jul 2001
Contact Info for Steven E. Reder
Phone Number: 949-999-8500
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    27,644
    MILLIONS
  • Total Number of Accounts
    78,989
    ACCOUNTS
  • Average Account Value
    $349,976
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • 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, 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, WY

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