Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wunderlich Securities, Inc. 1 year, 3 months May 2015 - Present
Southwest Securities 8 years, 3 months Feb 2007 - May 2015
Stifle Nicolaus 4 years, 9 months May 2002 - Feb 2007
Rosedale Hills U.M. Church 26 years, 9 months Aug 1988 - May 2015
Are You
Steven Howard Bright?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Steven Bright

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    10
  • as of date
    Oct 16, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    10
  • as of date
    May 24, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wunderlich Securities, Inc.

Last updated on July 21, 2016
    • $1.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $345.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
Other Advisors in Your Area
  • Martin "Marty" Leclerc
    Barrack Yard Advisors, LLC
    Washington, DC
    View Profile
  • Curt Sheldon, CFP®, EA, AIF®
    C.L. Sheldon & Company, LLC
    Alexandria, VA
    View Profile
  • Courtenay Shipley
    Retirement Planology, Inc.
    Alexandria, VA
    View Profile
  • George Cabalu
    Wells Fargo Advisors, LLC
    McLean, VA
    View Profile
  • Martin A. Smith, CRPC®, AIFA®
    Kovack Advisors, Inc.
    Bethesda, Maryland
    View Profile
  • Joseph F. DeNoyior
    Global Retirement Partners LLC
    McLean, VA
    View Profile