Steven Phillip Margulin
Investment adviser representative at Financial Gravity Family Office Services, LLC
37 yearsExperience
11 statesRegistered in
PFS, CFP® certificationDesignations
$590.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Financial Gravity Family Office Services, LLCMar 2023 to now
- Steven P Margulin Cpa PcSep 1989 to now
- Cwm, LLCJul 2018 to Mar 2023
- Trusted Advisor/trusted Team, LLC dba Retirement Extender�Feb 2013 to Jan 2019
- Centaurus Financial IncApr 2003 to Jul 2018
Designations
- PFS
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 11 states (AR, CA, CO, FL, MO, NC, NM, NV, OR, PA, TX).
Financial Gravity Family Office Services, LLC
$590.5MAssets managed
1,724Clients
38Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2373728
- Firm CRD
- 316024