Steven Leonard Pollock
Investment adviser representative at Pollock Planning Associates Inc
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$164.5MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Pollock Planning Associates IncJan 2001 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Pollock Planning Associates Inc
Legal name: Pollock Planning Associates, Inc.
$164.5MAssets managed
66Clients
1Advisers
40 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
- 5250286
- Firm CRD
- 105409