Steven Choran, financial advisor Miami Beach FL

Steven Choran

CRD Number: 2288638
Current Firm: Glass Bead Capital Management LLC

Steven Choran (CRD# 2288638) is an Investment Advisor Representative working at Glass Bead Capital Management LLC in Miami Beach, FL and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Glass Bead Capital Management LLC New York, NY May 2019 - Current 2
Trading On Behalf Of Self Miami Beach, FL Apr 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jan 2009 - Apr 2018 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Steven A. Choran
Phone Number: (917) 251-4419
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $381,522
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

FL, NY, TX

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