Steven R. Economopoulos
Professional summary
Steven Richard Economopoulos, CFP®, ChFC®, who also goes by Steven Richard Economopoulas, Steven Economopoulas, is a registered financial advisor currently at ECON WEALTH MANAGEMENT located in Harrisburg, Pennsylvania.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Steven has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Richard Economopoulos's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
October 8, 2015 - Present
ECON WEALTH MANAGEMENT
Office #1: 4755 Linglestown Road Suite 204, Harrisburg, PA 17112September 9, 2005 - October 6, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 11, 2005 - October 6, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 14, 1998 - August 15, 2005
EDWARD JONES
Primary Firm SEC Registration
ECON WEALTH MANAGEMENT
CRD#: 226774 / SEC#: 801-104471
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2021)
(10/8/2015)
Exams
Current Firm
ECON WEALTH MANAGEMENT
CRD#: 226774 / SEC#: 801-104471
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 869 |
| AUM (Assets Under Management) | $ 232,083,037 |
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.
