Torr E. Steinhilber

MUNRO ASSET MANAGEMENT L.L.C.

Walnut Creek, CA

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CRD#: 2318748

Professional summary

Torr Edwards Steinhilber is a registered financial advisor currently at MUNRO ASSET MANAGEMENT L.L.C. located in Walnut Creek, California.

Torr is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Torr has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) Munro Asset Management LLC; Investment Related; 75 Chestnut Street, 34, Boston, MA 02108; Registered Investment Advisor; 10/17/2006; 0 hours per month; 100 percent owner for a registered firm that is currently dormant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Torr Edwards Steinhilber's CRS (Customer Relationship Summary).

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

Current

July 24, 2013 - Present

MUNRO ASSET MANAGEMENT L.L.C.

RIA

CRD#: 141851

Walnut Creek, CA

Past

November 6, 2023 - March 28, 2024

ALTERITY FINANCIAL GROUP, LLC

RIA

CRD#: 153534

Bangor, ME

Past

May 6, 2016 - December 6, 2019

NAMCOA

RIA

CRD#: 133978

Harpswell, ME

Past

January 6, 2014 - January 29, 2014

ZEGA FINANCIAL, LLC

RIA

CRD#: 156803

THE SEA RANCH, CA

Past

October 24, 2013 - May 27, 2015

MSC - BD, LLC

CRD#: 142927

LAKE OSWEGO, OR

Past

June 17, 2013 - October 28, 2013

FORESIDE FUND SERVICES, LLC

CRD#: 46106

DALLAS, TX

Past

September 7, 2012 - March 8, 2013

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

July 23, 2012 - August 27, 2012

INFINITY CAPITAL MANAGEMENT LLC

RIA

CRD#: 151697

BOSTON, MA

Past

June 9, 2011 - June 13, 2012

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

GLEN ALLEN, VA

Past

September 25, 2009 - December 31, 2012

MUNRO ASSET MANAGEMENT L.L.C.

RIA

CRD#: 141851

WALNUT CREEK, CA

Past

April 13, 2007 - June 11, 2009

TAMARACK DISTRIBUTORS INC.

CRD#: 11181

MINNEAPOLIS, MN

Past

January 4, 2007 - October 5, 2007

MUNRO ASSET MANAGEMENT L.L.C.

RIA

CRD#: 141851

BOSTON, MA

Past

October 17, 2006 - March 30, 2007

APW CAPITAL, INC.

CRD#: 43814

ROCKAWAY, NJ

Past

October 4, 2005 - February 3, 2006

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

June 7, 2005 - September 21, 2005

LPL FINANCIAL LLC

RIA

CRD#: 6413

FARMINGTON, CT

Past

March 1, 2005 - September 21, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 6, 1994 - February 2, 2005

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

November 26, 1993 - December 31, 1994

MFS FINANCIAL SERVICES, INC.

CRD#: 18309

BOSTON, MA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/24/2013)

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

IAR

Series 65

Date: 6/1/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/24/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MUNRO ASSET MANAGEMENT L.L.C.

MUNRO ASSET MANAGEMENT L.L.C. | MUNRO INVESTMENT MANAGEMENT

CRD#: 141851 / SEC#:

California

Registered Investment Advisory firm - (7/24/2013 Approved)

Massachusetts

Registered Investment Advisory firm - (12/31/2012 Failure to Renew)

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Contact information

Main Address

Walnut Creek, CA

Mailing Address

Phone number

(207) 691-1035

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Torr E. Steinhilber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Torr Edwards Steinhilber's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTERITY FINANCIAL GROUP, LLC

NAMCOA

ZEGA FINANCIAL, LLC

MSC - BD, LLC

FORESIDE FUND SERVICES, LLC

QUASAR DISTRIBUTORS, LLC

INFINITY CAPITAL MANAGEMENT LLC

CAPITOL SECURITIES MANAGEMENT, INC.

MUNRO ASSET MANAGEMENT L.L.C.

TAMARACK DISTRIBUTORS INC.

MUNRO ASSET MANAGEMENT L.L.C.

APW CAPITAL, INC.

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MFS FUND DISTRIBUTORS, INC.

MFS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/1/2005

Series 63

Date: 9/26/1996

SIE

Date: 5/27/2015

Series 6

Date: 11/24/1993

Current Firm

MUNRO ASSET MANAGEMENT L.L.C.

Contact information

Documents

Red Flags

Company Information

MUNRO ASSET MANAGEMENT L.L.C.

TRUST BUT VERIFY

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