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Steven Philip Muir

Neo Investment Counsel, LLC

Cleveland, OH

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Current Employers
Neo Investment Counsel, Llc

2000 Auburn Drive Suite 200, Cleveland, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-28
OH RA APPROVED 2020-07-28
  • TX RA
    APPROVED_RES
    Since 2021-01-28
  • OH RA
    APPROVED
    Since 2020-07-28

Branch Locations

2000 Auburn Drive Suite 200, Cleveland, OH 44122 • 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
Bny Mellon Wealth Management Cleveland OH 08/2002 07/2020
Neo Investment Counsel, Llc Cleveland OH 07/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1991-12-20
S63 Uniform Securities Agent State Law Examination 1981-01-20
  • S65 Uniform Investment Adviser Law Examination
    1991-12-20
  • S63 Uniform Securities Agent State Law Examination
    1981-01-20
Designations

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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