Steven K. Newmyer
Professional summary
Steven Kent Newmyer is a registered financial advisor currently at NEWMYER WEALTH MANAGEMENT located in Houston, Texas.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Steven has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Kent Newmyer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2005 - Present
NEWMYER WEALTH MANAGEMENT
Office #1: 2200 Post Oak Boulevard Suite 1000, Houston, TX 77056December 1, 2005 - December 31, 2006
BROKERSXPRESS LLC
July 1, 2005 - December 6, 2005
AURA FINANCIAL SERVICES, INC.
November 8, 2002 - June 30, 2003
J.P. MORGAN SECURITIES INC.
November 2, 2001 - June 7, 2002
J.P. MORGAN SECURITIES OF TEXAS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2005)
Exams
Current Firm
NEWMYER WEALTH MANAGEMENT
CRD#: 135896 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 136 |
| AUM (Assets Under Management) | $ 42,970,000 |
Red Flags
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