Steven K. Kreider

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CRD#: 1339482

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 Kenneth Kreider was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1985. Steven had worked at 4 firms and has passed the Series 63, Series 7, Series 6 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 30, 2014 - January 4, 2017

FORT WASHINGTON INVESTMENT ADVISORS INC

RIA

CRD#: 107126

CINCINNATI, OH

Past

January 28, 2010 - December 31, 2012

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

NEW YORK, NY

Past

February 1, 1993 - May 15, 2009

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

NEW YORK, NY

Past

February 21, 1985 - April 10, 1985

BEVILL, BRESLER & SCHULMAN INCORPORATED

CRD#: 6971

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORT WASHINGTON INVESTMENT ADVISORS INC

CRD#: 107126 / SEC#: 801-37235

RIA

Registered Investment Advisory firm - (9/14/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

Series 63

Date: 10/21/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/26/2006

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/21/1992

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 10/4/1988

National Commodity Futures Examination

Current Firm

FORT WASHINGTON INVESTMENT ADVISORS INC

CRD#: 107126 / SEC#: 801-37235

RIA

Registered Investment Advisory firm - (9/14/1990 Approved)

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Contact information

Main Address

303 Broadway Suite 1200, Cincinnati, OH 45202

Mailing Address

P.o. Box 2388, Cincinnati, OH 45201-2388

Phone number

(513) 361-7600

Established

Firm type

Fiscal year end

# of Employees

154

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORT WASHINGTON INVESTMENT ADVISORS FORM ADV PART 2A (10/31/2025)

FORM CRS (5/1/2025)

Regulatory assets under management

Total Number of Accounts	4,674
AUM (Assets Under Management)	$ 84,948,848,163

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/30/2025	Cover Page	Report
11/04/2024	Cover Page	Report
06/30/2023	Cover Page	Report
11/04/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Steven K. Kreider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FRANKLIN DISTRIBUTORS, LLC

MORGAN STANLEY DISTRIBUTION, INC.

BEVILL, BRESLER & SCHULMAN INCORPORATED

Primary Firm SEC Registration

FORT WASHINGTON INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/21/1992

Series 7

Date: 12/26/2006

Series 6

Date: 10/21/1992

Series 3

Date: 10/4/1988

Current Firm

FORT WASHINGTON INVESTMENT ADVISORS INC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORT WASHINGTON INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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