Steven Brill, financial advisor Melville NY
96 score

Steven Brill

CRD Number: 872514
Current Firm: Clear Point Advisors, Inc.

Steven Brill (CRD# 872514) is an Investment Advisor Representative working at Clear Point Advisors, Inc. in Melville, NY and has over 27 years of experience in the finance industry.

Similar Advisors
Nat Prentice, financial advisor Melville NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Score
107
Similar Advisors
Peter Scholtz, financial advisor Melville NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Melville NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Professional Designations
Company Name Location Dates Years
Clear Point Advisors, Inc. Jericho, NY Jan 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
Contact Info for Steven C. Brill
Phone Number: 631.333.2121
Registered State(s):
  • CT
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $222,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, NJ, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Steven Brill and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.