Nyi Htoon is a CFA-designated registered investment advisor at Step Forward Financial, based in Lewistown, PA, with 1 years of industry experience. Nyi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
IM Fee
Location
Lewistown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nyi is the managing partner of Nyi Htoon & Partners, a general partnership managing investments for his family and siblings' families since January 2020. He serves as a fiduciary and dedicates about 10-20% of his time to making investment decisions, without compensation.
Employment History
Current Registrations
Step Forward Financial
State Registrations1 state
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