Unclaimed Profile

Daniel Kevin Stecich

ATHENA ADVISOR SERVICES, LLC·DES PLAINES, Illinois

SIE, Series 7, Series 66Clean record12 years registeredATHENA ADVISOR SERVICES, LLC

680 LEE STREET, DES PLAINES, IL 60016CRD# 2620912Firm CRD# 150960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Kevin Stecich · DES PLAINES, IL

Registration

CRD #2620912 · ATHENA ADVISOR SERVICES, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATHENA ADVISOR SERVICES, LLC

ATHENA ADVISOR SERVICES, LLC

Feb 2014 – Oct 2021

DES PLAINES, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 19, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATHENA ADVISOR SERVICES, LLC

CRD 150960 · SEC 801-77522

AUM

$45M

Regulatory assets under management

Employees

507 client accounts

Services offered by ATHENA ADVISOR SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATHENA ADVISOR SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Kevin Stecich offer?

Daniel Kevin Stecich specializes in Financial Planning, Investment Management.

What are Daniel Kevin Stecich's credentials?

Daniel Kevin Stecich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Kevin Stecich located?

Daniel Kevin Stecich is based in DES PLAINES, Illinois, last registered with ATHENA ADVISOR SERVICES, LLC.

How does Daniel Kevin Stecich charge for services?

Daniel Kevin Stecich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATHENA ADVISOR SERVICES, LLC?

ATHENA ADVISOR SERVICES, LLC has approximately 5 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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