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President and Chief Compliance Officer · CS Advisors Inc.

Steven L. Sherman

CRD 2351182 · Named on Form ADV at one SEC-registered adviser

At a glance

CS Advisors Inc., an SEC-registered wealth manager based in Boca Raton, FL with $118 million in regulatory assets, lists Steven L. Sherman on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • CS Advisors Inc.President and Chief Compliance OfficerWealth manager · Boca Raton, FL · $118M 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
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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.

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.