Financial Advisor
Current
Hendel Wealth Management
Jul 2024 - Present
AeroLeads people directory · profile
Erik Stevens Email & Phone Number
Seasoned Financial Professional | Series 7, 31, 63, 66
at
Hendel Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Hendel Wealth Management
Role
Seasoned Financial Professional | Series 7, 31, 63, 66
Location
New York City Metropolitan Area, United States
Who is Erik Stevens? Overview
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Quick answer
Erik Stevens is listed as Seasoned Financial Professional | Series 7, 31, 63, 66 at Hendel Wealth Management, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Erik Stevens.
Erik Stevens previously worked as Financial Advisor at Hendel Wealth Management and Investor Relations at Sq4D. Erik Stevens holds Bachelor Of Business Administration (B.B.A.), Accounting from Dowling College.
Profile bio
About Erik Stevens
Experienced financial professional with a demonstrated history of working with clients to maintain and deepen relationships. Skilled in Wealth Management, Private Banking, Client Service and Network Development. Bachelor of Business Administration (B.B.A.) focused in Accounting from Dowling College. I currently hold Series 7, 31, 63 and 66 licenses.
Current workplace
Erik Stevens's current company
Company context helps verify the profile and gives searchers a useful next step.
Hendel Wealth Management
10 roles · 17 years
Erik Stevens work experience
A career timeline built from the work history available for this profile.
Investor Relations
Oct 2023 - Dec 2023
Financial Advisor
Oct 2022 - Oct 2023
Investment Support Associate
Jul 2021 - Oct 2022
Client Service Officer
Jul 2014 - Jul 2021
Associate Banker
Feb 2018 - Mar 2019
Accountant
Touhy Cpa
Aug 2012 - Jul 2014
Assistant Store Manager
May 2011 - Aug 2012
Intern
Seader Fitzgerald
2011 - 2012
~1 yr
Store Manager
2010 - 2011
~1 yr
2 education records
Erik Stevens education
Bachelor Of Business Administration (B.B.A.), Accounting
Education record
FAQ
Frequently asked questions about Erik Stevens
Quick answers generated from the profile data available on this page.
What company does Erik Stevens work for?
Erik Stevens works for Hendel Wealth Management.
What is Erik Stevens's role at Hendel Wealth Management?
Erik Stevens is listed as Seasoned Financial Professional | Series 7, 31, 63, 66 at Hendel Wealth Management.
Where is Erik Stevens based?
Erik Stevens is based in New York City Metropolitan Area, United States while working with Hendel Wealth Management.
What companies has Erik Stevens worked for?
Erik Stevens has worked for Hendel Wealth Management, Sq4D, Rvw Wealth, Citi, and Touhy Cpa.
How can I contact Erik Stevens?
You can use AeroLeads to view verified contact signals for Erik Stevens at Hendel Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Erik Stevens attend?
Erik Stevens holds Bachelor Of Business Administration (B.B.A.), Accounting from Dowling College.
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