Steven F. Cruice

SIMPLY STEWARD

Highlands Ranch, CO 80129

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CRD#: 6761667

Professional summary

Steven Francis Cruice Jr, CFP® is a registered financial advisor currently at SIMPLY STEWARD located in Highlands Ranch, Colorado.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Steven has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Three Points Financial, Inc.; Investment-related; Greenwood Village, CO; Investment Advisory Firm; Investment Adviser Representative (IAR); 11/2021 - present; appx 80 hours per month, 60 hours per month during trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Francis Cruice Jr'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: 2017

Experience

Current

May 31, 2023 - Present

SIMPLY STEWARD

Office #1: 1745 Shea Center Dr 4th Floor, Highlands Ranch, CO, 80129

RIA

CRD#: 287771

Highlands Ranch, CO

Past

November 2, 2021 - June 29, 2023

THREE POINTS FINANCIAL, INC.

RIA

CRD#: 132897

Greenwood Village, CO

Past

April 28, 2017 - September 2, 2022

SIMPLY STEWARD

RIA

CRD#: 287771

GREENWOOD VILLAGE, CO

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
(5/31/2023)

IAR

Texas
(7/15/2025)

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

State Security Law Exam

IAR

Series 65

Date: 7/28/2016

Uniform Investment Adviser Law Examination

Current Firm

SIMPLY STEWARD

SIMPLY STEWARD | SIMPLY STEWARD, LLC

CRD#: 287771 / SEC#:

Colorado

Registered Investment Advisory firm - (5/31/2023 Approved)

Texas

Registered Investment Advisory firm - (6/25/2025 Conditional Restricted)

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Contact information

Main Address

1745 Shea Center Dr 4th Floor, Highlands Ranch, CO, 80129

Mailing Address

Phone number

(303) 418-8116

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 22,897,069

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 F. Cruice

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Francis Cruice Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLY STEWARD

THREE POINTS FINANCIAL, INC.

SIMPLY STEWARD

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/2016

Current Firm

SIMPLY STEWARD

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIMPLY STEWARD

TRUST BUT VERIFY

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