Steven T. Anderson

HUB INVESTMENT PARTNERS

Bradenton, FL

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CRD#: 2486496

Professional summary

Steven Theron Anderson, who also goes by Steve Anderson, is a registered financial advisor currently at HUB INVESTMENT PARTNERS, LLC located in Bradenton, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Steven has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Anderson

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 - Company: Millennium Capital LLC. Position: Member Manager. Investment related: No. Start: April 2004. Location: 5340 TWIN HICKORY RD. GLEN ALLEN, VA 23059. Nature: Owns office condominium used as office space for Millennium Advisory Services. Hours a month: 0. Hours during trading: 0. 2 - Company: Whitecap Enterprises LLC. Position: Steven T. Anderson Sole Member. Investment related: No. Start: February 2024. Location: Bradenton, FL. Nature: Own my boats and pursue marketing marine and fishing products he creates. Hours a month: 5. Hours during trading: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Theron Anderson's CRS (Customer Relationship Summary).

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

January 25, 2024 - Present

HUB INVESTMENT PARTNERS, LLC

RIA

CRD#: 307956

Bradenton, FL

Past

June 15, 2006 - October 19, 2015

TRIAD ADVISORS LLC

CRD#: 25803

GLEN ALLEN, VA

Past

September 26, 2005 - June 22, 2006

SECURITIES AMERICA, INC.

CRD#: 10205

GLEN ALLEN, VA

Past

May 17, 2004 - October 10, 2005

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

Past

February 8, 2001 - June 14, 2024

MILLENNIUM ADVISORY SERVICES, INC.

RIA

CRD#: 116057

GLEN ALLEN, VA

Past

April 5, 2000 - May 17, 2004

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

November 18, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

November 18, 1997 - April 4, 2000

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

October 23, 1995 - November 7, 1997

COMPULIFE INVESTOR SERVICES, INC.

CRD#: 21543

ST. CLOUD, MN

Past

June 10, 1994 - October 19, 1995

NATIONSSECURITIES

CRD#: 32542

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".

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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

Florida
(6/11/2024)

IAR

North Carolina
(6/12/2024)

IAR

Texas
(1/25/2024)

IAR

Virginia
(6/14/2024)

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

State Security Law Exam

IAR

Series 65

Date: 6/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/17/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/19/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/28/2000

General Securities Principal Examination

Current Firm

HUB INVESTMENT PARTNERS, LLC

CRD#: 307956 / SEC#: 801-118346

RIA

Registered Investment Advisory firm - (4/1/2020 Approved)

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Contact information

Main Address

900 S. Capital Of Tx Highway Suite 350, Austin, TX 78746

Mailing Address

Phone number

(512) 600-5390

Established

Firm type

Fiscal year end

# of Employees

144

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TCG FORM ADV PART 2A - MARCH 2023 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	8,633
AUM (Assets Under Management)	$ 8,979,977,344

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
04/29/2025	Cover Page	Report
01/29/2024	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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Firm Stability Insights

Steven T. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Theron Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

SECURITIES AMERICA, INC.

CAP PRO BROKERAGE SERVICES, INC.

MILLENNIUM ADVISORY SERVICES, INC.

FIRST MONTAUK SECURITIES CORP.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

COMPULIFE INVESTOR SERVICES, INC.

NATIONSSECURITIES

Primary Firm SEC Registration

HUB INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/1999

Series 63

Date: 6/17/1994

SIE

Date: 10/19/2015

Series 7

Date: 6/9/1994

Series 24

Date: 12/28/2000

Current Firm

HUB INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUB INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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