Steven G. Murlin
Professional summary
Steven Glenn Murlin, AIF®, who also goes by Steve Murlin, is a registered financial advisor currently at EVERHART ADVISORS located in Dublin, Ohio.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Steven has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Glenn Murlin's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2010 - Present
EVERHART ADVISORS
Office #1: 5200 Rings Road, Dublin, OH 43017December 28, 2015 - March 30, 2020
NEWEDGE SECURITIES, LLC
March 31, 2010 - December 28, 2015
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 1, 2009 - April 14, 2010
MORGAN STANLEY
June 1, 2009 - April 14, 2010
MORGAN STANLEY
December 7, 1999 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
September 30, 1997 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 18, 1996 - October 13, 1997
MUTUAL SERVICE CORPORATION
July 8, 1982 - February 19, 1986
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
EVERHART ADVISORS
CRD#: 107091 / SEC#: 801-50786
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2010)
Exams
Current Firm
EVERHART ADVISORS
CRD#: 107091 / SEC#: 801-50786
Contact information
SEC notice filing (29 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,483 |
| AUM (Assets Under Management) | $ 1,874,701,457 |
Red Flags
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