Unclaimed Profile

Steven Anthony Helland

SSR CAPITAL PARTNERS, LP·DALLAS, Texas

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 82TOClean record21 years registeredSSR CAPITAL PARTNERS, LP

4514 COLE AVENUE, DALLAS, TX 75205CRD# 1504089Firm CRD# 128051

Profile Verification

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

Identity

Steven Anthony Helland · DALLAS, TX

Registration

CRD #1504089 · SSR CAPITAL PARTNERS, LP · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SSR CAPITAL PARTNERS, LP

ESPOSITO PARTNERS, LLC

Oct 2013 – Jul 2015

DALLAS, TX

SSR CAPITAL PARTNERS, LP

Sep 2004 – Mar 2013

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 82TO

Registration record

First registered · September 24, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SSR CAPITAL PARTNERS, LP

CRD 128051 · SEC 801-65429

AUM

$98M

Regulatory assets under management

Employees

2 client accounts

Services offered by SSR CAPITAL PARTNERS, LP

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SSR CAPITAL PARTNERS, LP →

Introduction

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Frequently Asked Questions

What services does Steven Anthony Helland offer?

Steven Anthony Helland specializes in Retirement Planning.

What are Steven Anthony Helland's credentials?

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

Where is Steven Anthony Helland located?

Steven Anthony Helland is based in DALLAS, Texas, last registered with SSR CAPITAL PARTNERS, LP.

How does Steven Anthony Helland charge for services?

Steven Anthony Helland's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SSR CAPITAL PARTNERS, LP?

SSR CAPITAL PARTNERS, LP has approximately 1 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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