Steven Bass (CRD# 1832090) is an Investment Advisor Representative working at Steve Bass & Associates, Inc. in Reisterstown, MD and has over 30 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 4686856
Beacon Investment Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steve Bass & Associates | Reisterstown, MD | Mar 2002 - Current | 22 |
| State Of Maryland | Baltimore, MD | Jul 2004 - Mar 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 2003 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- MD
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Total Assets Under Management5MILLIONS
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Total Number of Accounts55ACCOUNTS
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Average Account Value$87,223
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
FL, MD
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