Chief Executive Officer/chief Compliance Officer · Ankerstar Wealth, LLC
Steven E Ankerstar
CRD 6251545 · Named on Form ADV at one SEC-registered adviser
At a glance
Ankerstar Wealth, LLC, an SEC-registered wealth manager based in Leander, TX with $146 million in regulatory assets, lists Steven E Ankerstar on its Form ADV as Chief Executive Officer/chief Compliance Officer, a control person.
Firms and roles
- Ankerstar Wealth, LLCChief Executive Officer/chief Compliance OfficerWealth manager · Leander, TX · $146M in regulatory assets
AtlasMembers
Steven’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2014 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 9 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.