Steven Voorhies
Professional Summary
Steven Voorhies, who also goes by Steven Gabriel Voorhies, Steven Voorhies, is a registered financial advisor currently at MARSHBERRY CAPITAL, LLC. located in Plano, Texas. Steven is registered as a RR (Registered Representative) and started their career in finance in 2021. Steven has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steven Gabriel Voorhies, Steven Voorhies
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.
Contact Information
Main Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122Mailing Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122Phone Number
(440) 354-3230Established
Ohio since 11/24/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (45 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(2/2/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Steven Voorhies's CRS (Customer Relationship Summary).
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