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Steven Thomas Mcgovern

IBEX WEALTH ADVISORS, LLC·LEBANON, New Jersey
SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record24 years registeredIBEX WEALTH ADVISORS, LLC
3 WERNER WAY, LEBANON, NJ 08833CRD# 2726891Firm CRD# 168674

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Thomas Mcgovern · LEBANON, NJ
Registration
CRD #2726891 · IBEX WEALTH ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Mar 2016 – present
LPL FINANCIAL LLC
Dec 2001 – present
IBEX WEALTH ADVISORS, LLC
Jan 2014 – Mar 2016
LEBANON, NJ
MORRISTOWN FINANCIAL GROUP, LLP
Nov 2004 – Jun 2009
MORRISTOWN, NJ
LPL FINANCIAL LLC
Jun 2002 – Nov 2015
SEA GIRT, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · December 11, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IBEX WEALTH ADVISORS, LLC
CRD 168674 · SEC 801-78971
AUM
$710M
Regulatory assets under management
Employees
9
1,126 client accounts
Services offered by IBEX WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IBEX WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Steven Thomas Mcgovern offer?
Steven Thomas Mcgovern specializes in Financial Planning, Investment Management. Contact their office in LEBANON, New Jersey for a consultation.
What are Steven Thomas Mcgovern's credentials?
Steven Thomas Mcgovern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Thomas Mcgovern located?
Steven Thomas Mcgovern is based in LEBANON, New Jersey, working with IBEX WEALTH ADVISORS, LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Steven Thomas Mcgovern charge for services?
Steven Thomas Mcgovern'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 IBEX WEALTH ADVISORS, LLC?
IBEX WEALTH ADVISORS, LLC has approximately 9 employees and manages $710M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IBEX WEALTH ADVISORS, LLC

James John Varaklis
BEDMINSTER, NJ
Philip Francis Rongo
BEDMINSTER, NJ
ChFC
Daniel Michael Rosenthal
LEBANON, NJ
Glenn Edward Stephenson
BEDMINSTER, NJ
CFP
Annu E Mccarthy
LEBANON, NJ

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