SI
SI

Steven Ircha

40 Years of Experience
Bronxville, NY
2 DisclosuresBroker

Steven Ircha is a registered investment advisor at Aegis Capital CORP., based in Bronxville, NY, with 40 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,083 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,083 clients
Average Client Portfolio
$577K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $1.0M2.25%
$1M+2.00%

Rates shown are the maximums when most transaction costs are charged to the client. If transaction costs are charged to Aegis Capital Corp., the maximum rates are 3.00% on the first $250k, 2.75% on the next $750k, and 2.50% over $1M. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

26 Paxton Ave, Bronxville, NY, 10708

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History

Regulatory History (2)
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Customer Dispute
March 2026
Pending
Customer Dispute
September 2006
Award / Judgment
Other Business Activities

Steven is a member of Milton Skinner, LLC, a holding company for bill paying purposes, since 2010. He dedicates minimal time to this activity.

Employment History
Current Registrations
Aegis Capital CORP.
March 2010 - Present · 16 yrs 7 mos
Aegis Capital CORP.Broker
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
Gunnallen Financial, INC
December 2008 - March 2010 · 1 yr 3 mos
Gunnallen Financial, INCBroker
November 2008 - March 2010 · 1 yr 4 mos
Mclaughlin, Piven, Vogel Securities, INC.Broker
July 1986 - December 2008 · 22 yrs 5 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAIAIDILINKSMAMDMIMNMOMTNCNENHNJNMNVNYOHORPARISCTXUTVAVTWAWIWY
AdvisorBrokerBoth

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.
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