Unclaimed Profile

Steven Michael Krawick

WEST CHESTER CAPITAL ADVISORS INC·JOHNSTOWN, Pennsylvania

Series 66Clean record14 years registeredWEST CHESTER CAPITAL ADVISORS INC

216 FRANKLIN STREET, JOHNSTOWN, PA 15901-1911CRD# 4459177Firm CRD# 105846

Profile Verification

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

Identity

Steven Michael Krawick · JOHNSTOWN, PA

Registration

CRD #4459177 · WEST CHESTER CAPITAL ADVISORS INC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEST CHESTER CAPITAL ADVISORS INC

WEST CHESTER CAPITAL ADVISORS INC

Jun 2012 – Nov 2023

JOHNSTOWN, PA

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · June 27, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEST CHESTER CAPITAL ADVISORS INC

CRD 105846 · SEC 801-47835

AUM

$1.1B

Regulatory assets under management

Employees

1,276 client accounts

Services offered by WEST CHESTER CAPITAL ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEST CHESTER CAPITAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Steven Michael Krawick offer?

Steven Michael Krawick specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Steven Michael Krawick's credentials?

Steven Michael Krawick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Michael Krawick located?

Steven Michael Krawick is based in JOHNSTOWN, Pennsylvania, last registered with WEST CHESTER CAPITAL ADVISORS INC.

How does Steven Michael Krawick charge for services?

Steven Michael Krawick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEST CHESTER CAPITAL ADVISORS INC?

WEST CHESTER CAPITAL ADVISORS INC has approximately 4 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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