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Steve Harlan Coker

CEDARSTONE ADVISORS·THOUSAND OAKS, California
Clean recordCEDARSTONE ADVISORS
3125 OLD CONEJO ROAD, THOUSAND OAKS, CA 91320CRD# 5326715Firm CRD# 172653

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steve Harlan Coker · THOUSAND OAKS, CA
Registration
CRD #5326715 · CEDARSTONE ADVISORS
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steve Harlan Coker is a registered financial advisor based in THOUSAND OAKS, California, affiliated with CEDARSTONE ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CEDARSTONE ADVISORS
CEDARSTONE ADVISORS
AUM
$151M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CEDARSTONE ADVISORS →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5326715
Firm CRD# 172653
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steve Harlan Coker offer?
Steve Harlan Coker specializes in Financial Planning, Investment Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Steve Harlan Coker's credentials?
Steve Harlan Coker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve Harlan Coker located?
Steve Harlan Coker is based in THOUSAND OAKS, California, working with CEDARSTONE ADVISORS. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Steve Harlan Coker charge for services?
Steve Harlan Coker's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CEDARSTONE ADVISORS?
CEDARSTONE ADVISORS has approximately 3 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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