Steven G. Blum

Employer firm

Steven G. Blum And Associates, LLC CRD 130807

$180M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/1990 → Present
  Steven G. Blum Attorney-At-Law
  Swarthmore, PA
• 01/1994 → Present
  The Wharton School
  Philadelphia, PA
• 01/2004 → Present
  Steven G. Blum And Associates, Llc
  Swarthmore, PA

Previous Registrations

• 2011-11-02 → 2013-12-18
  Three Pillars Wealth Management, Llc
  Swarthmore, PA

Other Businesses

STEVEN G. BLUM, ATTORNEY, NOT INV. REL., 801 YALE AVE., SWARTHMORE, PA. 19081, LAW PRACTICE, OWNER, START 2/90, 50 HRS/ MONTH, 1 HR/DAY SEC TRD HRS. RUN A P/T SOLO PRACTICE FOCUSED ON GIVING TAX ADVICE. WHARTON SCHOOL OF THE UNIVERSITY OF PENNSYLVANIA, NOT INV. REL, HUNTSMAN HALL, PHILA., PA, BUSINESS SCHOOL, LECTURER, STARTED 1/1994, 40 HRS/ MONTH DURING SEMESTER ONLY, 5 HR/MONTH DURING SEC TRADE HRS DURING SEMESTER ONLY TEACH UNDERGRAD, MBA, & PROF. STUDENTS. ATHENS LAB OF BUS ADMIN, NOT INV. REL.

Other Names

• Steven G. Blum