Steven C. Brill
Professional summary
Steven Charles Brill is a registered financial advisor currently at CLEAR POINT ADVISORS, INC. located in Melville, New York.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Steven has worked at 5 firms and has passed the Series 63, Series 7 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Charles Brill's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 14, 2012 - Present
CLEAR POINT ADVISORS, INC.
Office #1: 1 Huntington Quadrangle Suite 1s01, Melville, NY 11747January 10, 1991 - May 23, 1994
NORTH RIDGE SECURITIES CORP.
January 25, 1989 - January 15, 1991
BROADPOINT DESCAP
October 22, 1985 - February 17, 1987
MORGAN STANLEY DW INC.
October 22, 1979 - October 28, 1985
METROPOLITAN LIFE INSURANCE COMPANY
Primary Firm SEC Registration
CLEAR POINT ADVISORS, INC.
CRD#: 111775 / SEC#: 801-55390
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/11/2013)
(8/27/2021)
(1/12/2015)
Exams
Series 1
Date: 10/15/1979
Registered Representative ExaminationCurrent Firm
CLEAR POINT ADVISORS, INC.
CRD#: 111775 / SEC#: 801-55390
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 556 |
| AUM (Assets Under Management) | $ 231,165,242 |
Red Flags
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