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Steven R. Munoz

BETTER POCKETS FINANCIAL
El Paso, TX
Some features on this profile are disabled
CRD#: 5482183
SM

Professional summary

Steven Rene Munoz, who also goes by Steven Munoz, is a registered financial advisor currently at BETTER POCKETS FINANCIAL located in El Paso, Texas.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 4 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Munoz

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 Rene Munoz'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®
None

Experience

Current

February 11, 2026 - Present

BETTER POCKETS FINANCIAL

RIA
CRD#: 317366
El Paso, TX
Past

April 14, 2016 - February 24, 2017

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
EL PASO, TX
Past

May 20, 2013 - December 17, 2014

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
EL PASO, TX
Past

September 15, 2009 - February 1, 2010

DREXEL HAMILTON, LLC

BD
CRD#: 143570
PHILADELPHIA, PA
Past

June 23, 2008 - September 18, 2008

WADDELL & REED

RIA
CRD#: 866
EL PASO, TX
Past

March 17, 2008 - September 18, 2008

WADDELL & REED

BD
CRD#: 866
EL PASO, TX

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
Colorado
(2/11/2026)
IAR
Texas
(2/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/1/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/6/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/18/2013
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2008
General Securities Representative Examination

Current Firm

BP
BETTER POCKETS FINANCIAL
BETTER POCKETS FINANCIAL | BETTER POCKETS FINANCIAL LLC

CRD#: 317366 / SEC#:

Colorado
Registered Investment Advisory firm - (1/3/2022 Approved)
Connecticut
Registered Investment Advisory firm - (11/24/2025 Terminated)
Louisiana
Registered Investment Advisory firm - (5/17/2023 Approved)
New York
Registered Investment Advisory firm - (8/30/2024 Approved)
Ohio
Registered Investment Advisory firm - (7/14/2025 Approved)
Texas
Registered Investment Advisory firm - (2/8/2023 Approved)
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Contact information

Main Address
242 Linden St 1st Floor, Fort Collins, CO 80524
Mailing Address
Phone number
(303) 515-1574
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 5,633,702

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

BETTER POCKETS FINANCIAL

CRD#: 317366El Paso, TX

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