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Steven D
Series 63, Series 65
Mount Laurel, NJ
Encompass More Asset Management LLC
Steven Durdin is a financial advisor with Encompass More Asset Management LLC who holds Series 63 and Series 65 licenses and has six years of industry experience. He has previous experience with Lincoln Investment and its affiliated entities, as well as Global View Capital Management. Outside of his advisory role, he is a managing member of a flow-through entity that oversees revenue and consulting fees related to his firm, and he is a non-managing member of his son's auto detailing business, providing limited consulting and financial assistance. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm manages approximately $985 million through about 85 advisers and implements model-based strategies combining proprietary models and third-party sub-advisers across various asset classes, including equities, fixed income, and digital assets.
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