TrueAdvisor
TrueAdvisor
SB
SB

Steven Craig Blokdyk

Crossmark Global Investments, INC.
31 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Crossmark Global Investments, INC.
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,500

Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Crossmark Distributors, INC.Broker
February 2025 - Present · 1 yr
Crossmark Distributors, INC.
February 2025 - Present · 1 yr
Crossmark Global Investments, INC.
February 2025 - Present · 1 yr
Previous Registrations
Westwood Management CORP
February 2023 - July 2024 · 1 yr 5 mos
Salient Capital Advisors, LLC
March 2014 - November 2022 · 8 yrs 8 mos
Salient Capital L.P.Broker
July 2013 - July 2024 · 11 yrs
Mfs Fund Distributors, INC.Broker
June 2008 - June 2013 · 5 yrs
Clearbridge Advisors, LLC
December 2005 - June 2008 · 2 yrs 6 mos
Legg Mason Investor Services, LLCBroker
December 2005 - June 2008 · 2 yrs 6 mos
Citigroup Global Markets INC.
June 2005 - December 2005 · 6 mos
Citigroup Global Markets INC.Broker
April 2005 - December 2005 · 8 mos
Sloan Securities CORP.Broker
October 2004 - March 2005 · 5 mos
Gunnallen Financial, INCBroker
April 2004 - October 2004 · 6 mos
Manulife Financial Securities LLCBroker
March 2003 - March 2004 · 1 yr
American Skandia Marketing, INC.Broker
January 2000 - February 2003 · 3 yrs 1 mo
Painewebber IncorporatedBroker
August 1994 - December 1999 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1993 - August 1994 · 1 yr 7 mos
State Registrations10 states
AKCAHIIDMTNVORTXWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.