SH
Steven Hutchison
RIVERSEDGE ADVISORS
WILMINGTON, DE 19801
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CRD#: 7661051
SH
Professional summary
Steven Hutchison is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Steven has worked at 1 firm 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.
1) I am a passive investor in private pass through entities with a goal of capital appreciation. Dividends are discretionarily paid, and capital appreciation is only recognized upon the sale of the ownership interest. The entities are: Schmidty Kicks Fund, LLC Pioneer Ventures, LLC Siegfried Resources, LLC Bean Professional Inc 2) RiversEdge Business Services dba RiversEdge Tax & Advisory; Investment related: Yes; Location: 600 N King St, Suite 200 Wilmington DE 19801 USA; Description: Public Accounting Firm; Position Title: Partner; Start date: 2024-08-01; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Hutchison'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®
NoneExperience
Current
December 20, 2022 - Present
RIVERSEDGE ADVISORS
Office #1: 600 N King St Suite 200, Wilmington, DE 19801RIA
CRD#: 298390
WILMINGTON, DE
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE
CRD#: 298390 / SEC#: 801-113978
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)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
Delaware(12/20/2022)
IAR
New Jersey(8/2/2024)
Current Firm
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE
CRD#: 298390 / SEC#: 801-113978
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
600 N King St Suite 200, Wilmington, DE 19801
Mailing Address
Phone number
(302) 573-6864
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,415 |
| AUM (Assets Under Management) | $ 708,414,018 |
Red Flags
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Company Information
RIVERSEDGE ADVISORS
CRD#: 298390Wilmington, DE 19801TRUST BUT VERIFY
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