Steven CrouchCRD 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.
Preston Wealth Advisors, LLC
Northwest Financial Advisors LLC
Raymond James & Associates, Inc.
|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|
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
Total Assets Under Management4,119MILLIONS
Total Number of Accounts9,621ACCOUNTS
Average Account Value$428,109
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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