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Senior Financial Advisor · SYM Financial Advisors

Stephen C. Yeager

CRD 4334954 · Named on Form ADV at one SEC-registered adviser

At a glance

SYM Financial Advisors, an SEC-registered wealth manager based in Winona Lake, IN with $5.8 billion in regulatory assets, lists Stephen C. Yeager on its Form ADV as Senior Financial Advisor, a control person.

Firms and roles

AtlasMembers

Stephen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Stephen on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.