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Steven E Ankerstar

ANKERSTAR WEALTH, LLC·ROUND ROCK, Texas
Series 65Clean record11 years registeredANKERSTAR WEALTH, LLC
551 S I-35 FRONTAGE ROAD #300, ROUND ROCK, TX 78664CRD# 6251545Firm CRD# 170819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven E Ankerstar · ROUND ROCK, TX
Registration
CRD #6251545 · ANKERSTAR WEALTH, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ANKERSTAR WEALTH, LLC
Oct 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 29, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ANKERSTAR WEALTH, LLC
CRD 170819 · SEC 801-131782
AUM
$110M
Regulatory assets under management
Employees
8
688 client accounts
Services offered by ANKERSTAR WEALTH, 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 ANKERSTAR WEALTH, LLC →
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05

Frequently Asked Questions

What services does Steven E Ankerstar offer?
Steven E Ankerstar specializes in Financial Planning, Investment Management. Contact their office in ROUND ROCK, Texas for a consultation.
What are Steven E Ankerstar's credentials?
Steven E Ankerstar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven E Ankerstar located?
Steven E Ankerstar is based in ROUND ROCK, Texas, working with ANKERSTAR WEALTH, LLC. Their office serves clients in the ROUND ROCK metropolitan area and surrounding communities.
How does Steven E Ankerstar charge for services?
Steven E Ankerstar's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANKERSTAR WEALTH, LLC?
ANKERSTAR WEALTH, LLC has approximately 8 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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