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Steven H
CFP®, Series 63
Nassau, NY
Ameriprise
Steven Harty is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he manages an independent advisory business through STJMD Enterprises Inc. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate tax-smart strategies and asset management. The firm combines research, modeling, and automation to support its advisory approach while offering a broad range of financial solutions through its institutional platform.
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