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Steven Ross Resnick

The Sum

The Woodlands, TX

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Current Employers
The Sum

4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-22
  • TX RA
    APPROVED
    Since 2026-05-22

Branch Locations

4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381 • 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
The Planning Project, Llc D/B/A The Sum The Woodlands TX 02/2026 Present
Aegis Hedging Solutions The Woodlands TX 01/2022 Present
Dxc Technology Ashburn VA 04/2020 12/2021
Information Services Group (Isg) Stamford CT 01/2018 03/2020
Alight Solutions Lincolnshire IL 03/2004 08/2017
Unemployed Tomball TX 09/2017 12/2017
  • 02/2026 → Present
    The Planning Project, Llc D/B/A The Sum
    The Woodlands, TX
  • 01/2022 → Present
    Aegis Hedging Solutions
    The Woodlands, TX
  • 04/2020 → 12/2021
    Dxc Technology
    Ashburn, VA
  • 01/2018 → 03/2020
    Information Services Group (Isg)
    Stamford, CT
  • 03/2004 → 08/2017
    Alight Solutions
    Lincolnshire, IL
  • 09/2017 → 12/2017
    Unemployed
    Tomball, TX
Other Businesses

I am currently employed on a limited basis by AEGIS Hedging Solutions, LLC located at: 2829 Technology Forest Blvd #440, The Woodlands, TX 77381 AEGIS is not securities related. AEGIS has two subsidiaries, AEGIS CTA, LLC which is a Commodity Trade Advisor (CTA) registered with the CFTC and NFA and AEGIS SEF, LLC which maintains a Swap Execution Facility (SEF) registered with the CFTC. AEGIS' hedging activities are exclusively focused on helping companies manage commercial commodity price risk. I became a full-time employee in January 2022 and retired from my full-time position as the AEGIS Chief Customer Officer in December 2025. The role focused on maintaining quality service delivery to retain and expand the customer base. I did not (and do not) provide any trading advice or perform any trading activity. As an Officer in the company, I was registered as a Principal with the NFA, however, I was withdrawn from the NFA when I retired in December 2025. At this point I work only on an ad-hoc basis (typically ~2 hours per month) as an Advisor to the CEO (my former boss) and coaching / mentoring to my former team. I am no longer an officer of the company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-22
  • S65 Uniform Investment Adviser Law Examination
    2026-05-22
Other Names
  • Steve Ross Resnick
  • Steven Resnick

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