Steven A. Greer
Professional summary
Steven Andrew Greer MR., CFP®, who also goes by Andrew Greer, is a registered financial advisor currently at HOBART WEALTH located in Charlotte, North Carolina.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Steven has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Andrew Greer MR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
September 5, 2013 - Present
HOBART WEALTH
Office #1: 7733 Ballantyne Commons Parkway Suite 101, Charlotte, NC 28277February 2, 2012 - November 29, 2017
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
February 2, 2012 - April 17, 2019
G.F. INVESTMENT SERVICES, LLC
October 25, 2011 - February 2, 2012
KALOS CAPITAL, INC.
September 21, 2011 - April 12, 2012
KALOS MANAGEMENT
Primary Firm SEC Registration
HOBART WEALTH
CRD#: 168494 / SEC#: 801-107338
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/5/2013)
(5/24/2023)
Exams
Current Firm
HOBART WEALTH
CRD#: 168494 / SEC#: 801-107338
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,891 |
| AUM (Assets Under Management) | $ 429,701,468 |
Red Flags
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