Erik Stevens is a registered investment advisor, based in Smithtown, NY, with 10 years of industry experience.
Location
95 Smithtown BLVD, Smithtown, NY, 11787
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Regulatory History (1)
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Criminal
March 2005Final Disposition
Other Business Activities
Erik works as a financial advisor servicing existing clients of Hendel Wealth Management Group since July 2024. This takes about half of Erik's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services Advisors, INC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Rvw Wealth LLC
June 2023 - October 2023 · 4 mos
Citi Private Advisory, LLC
January 2022 - October 2022 · 9 mos
Citigroup Global Markets INC.
September 2021 - October 2022 · 1 yr 1 mo
Citi Private Advisory, LLCBroker
July 2021 - October 2022 · 1 yr 3 mos
Citi Private Advisory, LLCBroker
April 2018 - January 2020 · 1 yr 9 mos
Citigroup Global Markets INC.Broker
October 2014 - October 2022 · 8 yrs
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.