Steven Edward Reder

Employer firm

Rwa Wealth Partners CRD 156984

$19.8B regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TRUSTEE AND TRUST ADMINSTRATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 12/2018
  Lenox Wealth Management, Inc.
  Cincinnati, OH
• 02/2019 → 01/2023
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 01/2023 → Present
  Rwa Wealth Partners, Llc
  Newton, MA
• 03/2023 → 11/2023
  Polaris Wealth Advisory Group
  San Rafael, CA

Previous Registrations

• 2023-03-13 → 2023-11-08
  Polaris Wealth Advisory Group
  Newton, MA
  San Rafael, CA
  Cincinnati, OH
• 2019-03-15 → 2023-01-23
  United Capital Financial Advisors
  Irving, TX
  Cincinnati, OH
• 2015-01-14 → 2019-03-07
  Lenox Wealth Management, Inc.
  Cincinnati, OH
• 2003-06-26 → 2003-09-08
  Ameriprise Advisor Services, Inc.
  Cincinnati, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-12-10
• S65 Uniform Investment Adviser Law Examination
  2001-07-12

Other Names

• Steve E Reder
• Steven Reder