Steven Crouch
Steven Crouch is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Warrenton, VA, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
550 Broadview Avenue, Suite 201, Warrenton, VA, 20186
Get directionsHistory
Regulatory History (1)
Criminal
April 1992Other Business Activities
Steven is the treasurer for Piedmont Dispute Resolution Center and Fauquier Community Coalition, and manages the Alice Johnson Meadows Trust. He also owns multiple rental properties and works as a notary, dedicating minimal time to each activity.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
State Registrations28 states
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.