Stephen P. Van Meter
Professional summary
Stephen Paul Van Meter is a registered financial advisor currently at FEDERATED INVESTMENT COUNSELING located in Pittsburgh, Pennsylvania and FEDERATED SECURITIES CORP. located in Pittsburgh, Pennsylvania.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Stephen has worked at 3 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 14 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Paul Van Meter's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 1, 2015 - Present
FEDERATED INVESTMENT COUNSELING
Office #1: 1001 Liberty Ave, Pittsburgh, PA 15222-3779June 5, 2012 - Present
FEDERATED SECURITIES CORP.
Office #1: 1001 Liberty Avenue, Pittsburgh, PA 15222-3779March 18, 2019 - December 31, 2024
FEDERATED INTERNATIONAL SECURITIES CORP.
Primary Firm SEC Registration
FEDERATED INVESTMENT COUNSELING
CRD#: 105325 / SEC#: 801-34611
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/1/2015)
Exams
FINRA
Current Firm
FEDERATED INVESTMENT COUNSELING
CRD#: 105325 / SEC#: 801-34611
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,579 |
| AUM (Assets Under Management) | $ 199,641,239,415 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/11/2023 | ||
| 07/29/2022 |
Red Flags
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