Steven Bankler, financial advisor San Antonio TX

Steven Bankler

CRD Number: 4215092
Current Firm: Enlightened Finance LLC

Steven Bankler (CRD# 4215092) is an Investment Advisor Representative working at Enlightened Finance LLC in San Antonio, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Enlighten Finance LLC San Antonio, TX Jun 2018 - Current 5
Bankler Advisory Services, LLP San Antonio, TX Sep 1999 - Current 24
Steven Bankler, Cpa, Ltd San Antonio, TX Jan 1977 - Current 47
Cssc Brokerage Services, Inc. San Antonio, TX Mar 2007 - Jun 2018 11
Cssc Investment Advisory Services San Antonio, TX May 2000 - Jun 2018 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
Contact Info for Steven Bankler
Phone Number: 248-854-1696
Registered State(s):
  • TX
Current Firm Details
Enlightened Finance LLC
Firm's CRD Number: 282965
By the Numbers
  • Total Assets Under Management
    116
    MILLIONS
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $324,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IN, MI, TX

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