Steven A Down
Investment adviser representative at Mutual Advisors, LLC
18 yearsExperience
2 statesRegistered in
$9.4BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Mutual Advisors, LLCNov 2017 to now
- Mutual Securities IncNov 2017 to now
- CpaMar 2008 to now
- Financial Security Management, IncFeb 2016 to Nov 2017
- National Planning CorporationJun 2008 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 5526860
- Firm CRD
- 167658