Steven Adler, financial advisor Santa Monica CA

Steven Adler

CRD Number: 6144088
Current Firm: The Evergreen Advantage Management, Inc.

Steven Adler (CRD# 6144088) is an Investment Advisor Representative working at The Evergreen Advantage Management, Inc. in Santa Monica, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
The Evergreeen Advantage, LLC Santa Monica, CA Jun 2009 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Steven R. Adler
Phone Number: 310-587-3500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    220
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $220,278,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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