Erik Stevens

Current Employers

Employment History

• 07/2014 → 10/2022
  Citigroup
  New York, NY
• 10/2022 → 10/2023
  Rvw Investing, Llc
  Los Angeles, CA
• 10/2022 → 10/2023
  Rvw Wealth
  Los Angeles, CA
• 06/2024 → Present
  Raymond James Financial Services, Inc.
  Smithtown, NY
• 06/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Smithtown, NY
• 10/2023 → 12/2023
  Sq4D, Llc
  Patchogue, NY
• 12/2023 → 02/2024
  Unemployed
  Mastic, NY
• 02/2024 → Present
  Organically Green
  Port Jefferson, NY

Previous Registrations

• 2023-06-19 → 2023-10-16
  Rvw Wealth Llc
  Mastic, NY
  Los Angeles, CA
• 2021-09-15 → 2022-10-31
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  Long Island City, NY
  Long Island City, NY
  New York, NY
  New York, NY
• 2022-01-26 → 2022-10-31
  Citi Private Alternatives, Llc
  Long Island City, NY
  New York, NY
  New York, NY
  Long Island City, NY
  New York, NY

Other Businesses

(1)Name of Business: Hendel Wealth Management Group Address: 95 Smithtown Blvd, Smithtown, NY, 11787-5117, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/08/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - service existing clients of Hendel Wealth Management Group

Exams

• S66 Uniform Combined State Law Examination
  2021-09-14
• S63 Uniform Securities Agent State Law Examination
  2014-11-06

Other Names

• Erik Robert Stevens
• Erik R Stevens