Nyi N. Htoon

STEP FORWARD FINANCIAL

Lewistown, PA

CRD#: 8033087

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Professional summary

Nyi Nyi Htoon is a registered financial advisor currently at STEP FORWARD FINANCIAL located in Lewistown, Pennsylvania.

Nyi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nyi has worked at 1 firm .

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nyi Nyi Htoon'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®

None

Experience

Current

March 10, 2025 - Present

STEP FORWARD FINANCIAL

RIA

CRD#: 334730

Lewistown, PA

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

Pennsylvania
(3/10/2025)

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Exams

Current Firm

STEP FORWARD FINANCIAL

STEP FORWARD FINANCIAL | STEP FORWARD FINANCIAL LLC

CRD#: 334730 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/10/2025 Approved)

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Contact information

Main Address

Lewistown, PA

Mailing Address

Phone number

(714) 603-6877

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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