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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
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 |
- PA
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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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