SM
SM
Steven Murlin
33 Years of Experience
Dublin, OH
1 DisclosureSells Insurance
Steven Murlin is a registered investment advisor at Everhart Advisors, based in Dublin, OH, with 33 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,534 clients with $1.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
3,534 clients
Average Client Portfolio
$530K average
Assets Under Management
$1.9B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
5200 Rings Road, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2014Denied
Other Business ActivitiesSells Insurance
Steven is a licensed insurance agent in Ohio.
Employment History
Current Registrations
Everhart Advisors
April 2010 - Present · 16 yrs 3 mos
Previous Registrations
Mid Atlantic Capital CorporationBroker
December 2015 - March 2020 · 4 yrs 3 mos
Cambridge Investment Research, INC.Broker
March 2010 - December 2015 · 5 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
December 1999 - June 2009 · 9 yrs 6 mos
Citigroup Global Markets INC.Broker
September 1997 - June 2009 · 11 yrs 9 mos
Mutual Service CorporationBroker
June 1996 - October 1997 · 1 yr 4 mos
Nml Equity Services, INC.Broker
July 1982 - February 1986 · 3 yrs 7 mos
State Registrations1 state
OH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.