Stephen Robinson Hurt
Professional Summary
Stephen Robinson Hurt, who also goes by Steve Hurt, is a registered financial advisor currently at UNITING WEALTH PARTNERS located in Odessa, Texas. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Stephen has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephen Robinson Hurt, Steve Hurt
Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
Contact Information
xxxxx@xxxx.xxx
Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
Disclosures on record.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
Years of Experience
43 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
Current Firm
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC
Contact Information
Main Address
240 Saint Paul Street Suite 300, Denver, CO 80206Phone Number
(720) 706-7180# of Employees
23SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,337AUM (Assets Under Management)
$934,628,831Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
Primary Firm SEC Registration
UNITING WEALTH PARTNERS | UNITING WEALTH PARTNERS LLC
State Registrations and Notice Filings
(10/28/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed May 2012About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Mar 2012About the Series 9 examSimilar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Robinson Hurt's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
THREE ARCH WEALTH MANAGEMENT LLC
EDELMAN FINANCIAL ENGINES