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Steve Harlan Coker

Cedarstone Advisors

Thousand Oaks, CA

CRD 5326715

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Employer firm

Cedarstone Advisors CRD 172653

$198M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Cedarstone Advisors

3125 Old Conejo Road Unit 7, Thousand Oaks, CA 91320 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2023-03-17
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2023-03-17

Branch Locations

3125 Old Conejo Road Unit 7, Thousand Oaks, CA 91320 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cedarstone Advisors, Inc. Thousand Oaks CA 10/2014 Present
  • 10/2014 → Present
    Cedarstone Advisors, Inc.
    Thousand Oaks, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-13
  • S65 Uniform Investment Adviser Law Examination
    2007-08-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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