Best Investors Account Sign in
Inactive

Steven Charles Brill

Clear Point Advisors, Inc.

Melville, NY

CRD 872514

Claim This Profile
Employer firm

Clear Point Advisors, Inc. CRD 111775

$253M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Clear Point Advisors, Inc.

1 Huntington Quadrangle Suite 1S01, Melville, NY 11747 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-02
NY RA APPROVED 2021-08-27
TX RA APPROVED_RES 2015-01-12
  • FL RA
    APPROVED
    Since 2026-01-02
  • NY RA
    APPROVED
    Since 2021-08-27
  • TX RA
    APPROVED_RES
    Since 2015-01-12

Branch Locations

1 Huntington Quadrangle Suite 1S01, Melville, NY 11747 • 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
Clear Point Advisors, Inc. Jericho NY 01/1998 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-04-21
  • S63 Uniform Securities Agent State Law Examination
    1989-04-21
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

APS WEALTH MANAGEMENT, LLC
LI WEALTH MANAGEMENT INC
VOYA FINANCIAL ADVISORS, INC.

Nearby Investors

ROBERT LAWRENCE LEVINE
BARRY EVAN DAMPF
AMANPREET SINGH KOHLI

Nearby Offices

APS WEALTH MANAGEMENT, LLC · MELVILLE, NY
LI WEALTH MANAGEMENT INC · MELVILLE, NY
VOYA FINANCIAL ADVISORS, INC. · MELVILLE, NY

More in Melville, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor