Steven Crouch, financial advisor Warrenton VA

Steven Crouch

CRD Number: 3273557
Current Firm: B Riley Wealth Management

Steven Crouch (CRD# 3273557) is an Investment Advisor Representative working at B Riley Wealth Management in Warrenton, VA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley Wealth Advisors, Inc. Memphis, TN Jul 2022 - Current < 1
B. Riley Wealth Management Memphis, TN Jul 2021 - Current 1
Truist Investment Services, Inc. Warrenton, VA Feb 2021 - Jul 2021 < 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Jul 2021 < 1
Bb&t Securities, LLC Warrenton, VA Jan 2013 - Feb 2021 8
Scott & Stringfellow, Inc. Richmond, VA Jul 1999 - Jan 2013 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Feb 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven E. Crouch
Phone Number: 901-251-1330
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    4,119
    MILLIONS
  • Total Number of Accounts
    9,621
    ACCOUNTS
  • Average Account Value
    $428,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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