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Steven Douglas Urban

Urban Financial Advisory Corporation

Evanston, IL

CRD 2349888

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Employer firm

Urban Financial Advisory Corporation CRD 110057

$1.28B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Urban Financial Advisory Corporation

33 N. La Salle St. Suite 1210, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 1997-10-16
  • IL RA
    APPROVED
    Since 1997-10-16

Branch Locations

1601 Sherman Avenue, Ste. 510, Evanston, IL 60201 • 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
Urban Financial Advisory Corporation Evanston IL 02/1990 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-20
  • S65 Uniform Investment Adviser Law Examination
    1993-04-20
Designations
  • Certified Financial Planner
Other Names
  • Steven D. Urban

View on SEC IAPD

Nearby Firms

ROMANO WEALTH MANAGEMENT
LFL ADVISERS, LLC
EVANSTON CAPITAL MANAGEMENT, LLC

Nearby Investors

SCOTT M MILLER
BRETT PATRICK LARSON
DEBORAH LEWIN CROSS

Nearby Offices

ROMANO WEALTH MANAGEMENT · EVANSTON, IL
LFL ADVISERS, LLC · EVANSTON, IL
EVANSTON CAPITAL MANAGEMENT, LLC · EVANSTON, IL

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