Steven C. Bliss
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Steven Charles Bliss, CFP® was a registered financial professional .
Steven is a previously registered financial professional and started their career in finance in 1983. Steven had worked at 4 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1987
Experience
May 21, 2014 - November 20, 2024
ACORN WEALTH ADVISORS, LLC
October 4, 2006 - May 19, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
January 2, 1983 - December 24, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
January 2, 1983 - July 3, 2006
IDS LIFE INSURANCE COMPANY
January 2, 1983 - May 19, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
ACORN WEALTH ADVISORS, LLC
CRD#: 170462 / SEC#: 801-79211
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ACORN WEALTH ADVISORS, LLC
CRD#: 170462 / SEC#: 801-79211
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,223 |
| AUM (Assets Under Management) | $ 429,923,737 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
