Steven
Luan
High Falls Advisors, Inc
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About this Advisor
Steven Luan is a financial advisor based in Rochester, New York, working with High Falls Advisors, Inc. Steven has previously held positions at Webster Golf Course, Target, Webster Recreational Center, Delta Sonic, Wells Fargo Advisors, Jb Hunt, High Falls Advisors, Inc, and Webster Schoolsl/Brockport College. Steven has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Steven is part of High Falls Advisors, Inc, which operates out of Rochester, New York. The firm has 18 employees and manages assets totaling $607.0 million. The firm serves charitable organizations and high-net-worth individuals. Services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at High Falls Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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High Falls Advisors, Inc Brokerage Details
$607,043,854
18
1,762
$344,520
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Steven Luan Work History
High Falls Advisors, Inc
Wells Fargo Advisors
Jb Hunt
Delta Sonic
Webster Recreational Center
Webster Golf Course
Target
Webster Schoolsl/Brockport College
Disclosures
Please visit the SEC profile of Steven Luan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at High Falls Advisors, Inc
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
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