Unclaimed Profile

Steven Ira Merdinger

PRIVATE VISTA, LLC·OAK BROOK, Illinois

SIE, Series 6, Series 7, Series 22, Series 63, Series 65CFP ChFCClean record27 years registeredPRIVATE VISTA, LLC

2211 YORK ROAD, OAK BROOK, IL 60523CRD# 1430517Firm CRD# 108084

Profile Verification

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

Identity

Steven Ira Merdinger · OAK BROOK, IL

Registration

CRD #1430517 · PRIVATE VISTA, LLC · 27 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Oct 2020 – present

RAYMOND JAMES FINANCIAL SERVICES

Jul 2002 – Dec 2002

CHICAGO, IL

PRIVATE VISTA, LLC

Feb 1999 – Nov 2020

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · February 16, 1999

Years registered · 27

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE VISTA, LLC

CRD 108084 · SEC 801-56219

AUM

$1.7B

Regulatory assets under management

Employees

4,207 client accounts

Services offered by PRIVATE VISTA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE VISTA, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Ira Merdinger offer?

Steven Ira Merdinger specializes in Financial Planning, Investment Management. Contact their office in OAK BROOK, Illinois for a consultation.

What are Steven Ira Merdinger's credentials?

Steven Ira Merdinger holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Ira Merdinger located?

Steven Ira Merdinger is based in OAK BROOK, Illinois, working with PRIVATE VISTA, LLC. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.

How does Steven Ira Merdinger charge for services?

Steven Ira Merdinger's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE VISTA, LLC?

PRIVATE VISTA, LLC has approximately 33 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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