Steven ChoranCRD 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.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|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|
Total Assets Under Management9MILLIONS
Total Number of Accounts23ACCOUNTS
Average Account Value$381,522
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, NY, TX
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