Steven P. Mccann

HUDSON FINANCIAL ADVISORS

STREETSBORO, OH 44241

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CRD#: 5036597

Professional summary

Steven Paul Mccann, CFP®, who also goes by Steven P. Mccann, is a registered financial advisor currently at HUDSON FINANCIAL ADVISORS INC located in Streetsboro, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Steven has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven P. Mccann

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.

Licensed independent insurance producer. Earns commissions for the sale of insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Paul Mccann'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

March 8, 2010 - Present

HUDSON FINANCIAL ADVISORS INC

Office #1: 10034 Wellman Road, Streetsboro, OH 44241

RIA

CRD#: 113978

STREETSBORO, OH

Past

October 27, 2005 - October 2, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

October 11, 2005 - October 2, 2009

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

CLEVELAND, OH

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

Ohio
(3/8/2010)

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

General Industry/Product Exam

Series 7

Date: 10/26/2005

General Securities Representative Examination

Current Firm

HUDSON FINANCIAL ADVISORS INC

CRD#: 113978 / SEC#:

Arizona

Registered Investment Advisory firm - (12/12/2002 Terminated)

Delaware

Registered Investment Advisory firm - (12/31/2015 Terminated)

Florida

Registered Investment Advisory firm - (3/3/2000 Approved)

Ohio

Registered Investment Advisory firm - (10/14/1999 Approved)

Oklahoma

Registered Investment Advisory firm - (12/16/2002 Terminated)

Pennsylvania

Registered Investment Advisory firm - (11/20/2018 Terminated)

Texas

Registered Investment Advisory firm - (1/4/2014 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10034 Wellman Road, Streetsboro, OH 44241

Mailing Address

Phone number

(330) 342-1157

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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Steven P. Mccann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Paul Mccann's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUDSON FINANCIAL ADVISORS INC

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 10/26/2005

Current Firm

HUDSON FINANCIAL ADVISORS INC

Contact information

Documents

Red Flags

Company Information

HUDSON FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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