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SD

Steven P. Durdin

ENCOMPASS MORE ASSET MANAGEMENT LLC
Mount Laurel, NJ 08054
Some features on this profile are disabled
CRD#: 4354806
SD

Professional summary

Steven Parker Durdin, who also goes by Steve Durdin, Steven P Durdin, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Mount Laurel, New Jersey.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Steven has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steve Durdin | Steven P Durdin

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) - RIA

Click below to view Steven Parker Durdin'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 15, 2026 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

Office #1: 309 Fellowship Road, East Gate Center Suite 200, Mount Laurel, NJ 08054
RIA
CRD#: 322382
Mount Laurel, NJ
Past

July 3, 2025 - January 14, 2026

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
TABERNACLE, NJ
Past

May 12, 2025 - September 25, 2025

LINCOLN INVESTMENT

RIA
CRD#: 519
Fort Washington, PA
Past

February 7, 2025 - September 25, 2025

LINCOLN INVESTMENT

BD
CRD#: 519
Fort Washington, PA
Past

March 23, 2001 - June 21, 2006

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
DAYTON, NJ

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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AIRBORN FINANCIAL SOLUTIONS | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 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
New Jersey
(1/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/7/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/22/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AIRBORN FINANCIAL SOLUTIONS | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | LUMARRA CAPITAL | LUMARRA ADVISORS | HARVEST WELL FINANCIAL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP | AJM FINANCIAL

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)
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Contact information

Main Address
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts4,025
AUM (Assets Under Management)$ 581,910,000

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.

Company Information

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382Mount Laurel, NJ 08054

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