Steven Eckroth, financial advisor Newtown Square PA

Steven Eckroth

CRD Number: 3107278
Current Firm: Gradient Advisors, LLC

Steven Eckroth (CRD# 3107278) is an Investment Advisor Representative working at Gradient Advisors, LLC in Newtown Square, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Gradient Advisors LLC Arden Hills, MN Apr 2021 - Current 3
Micozzi Realtors Aldan, PA Aug 2019 - Current 4
Eckroth Family Partnership, LLC Newton Square, PA Nov 2017 - Current 6
Honey Badger Homes, LLC Newton Square, PA Nov 2017 - Current 6
Whispering Brooke Capital, LLC Newtown Square, PA Oct 2017 - Current 6
Thrivent Financial Appleton, WI Jun 2019 - Feb 2021 1
Thrivent Investment Management Inc. Newton Square, PA Apr 2019 - Feb 2021 1
Thrivent Financial Appleton, WI May 2019 - Jun 2019 < 1
Wells Fargo Clearing Services, LLC Wilmington, DE Nov 2016 - Oct 2017 < 1
Wachovia Bank, N.a. Philadelphia, PA Mar 2009 - Oct 2017 8
Wells Fargo Advisors LLC Wilmington, DE May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Jun 2002
Contact Info for Steven R. Eckroth
Phone Number: 877-885-0508
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    2,706
    ACCOUNTS
  • Average Account Value
    $76,532
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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