Steven Economopoulos has been President/CCO of Econ Financial Services since September 2015, is a control person of the firm and directly owns 75% or more of it.
Econ Financial Services Corporation is a Harrisburg, PA firm with $232M under management, 337 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Steve Economopoulos is Chief Investment Strategist and Managing Partner of Econ Wealth Management, based in Harrisburg. He leads the firm's research using a top-down/bottom-up approach, heads the Investment Management team and is lead manager for all portfolio strategies. As Managing Principal, he oversees all of the firm's departments and operations.
Steven Economopoulos’ longest registration is the current one, 11 years at Econ Financial Services since 2015. Before joining Econ Financial Services in 2015, Steven Economopoulos was registered through Wells Fargo Advisors Financial Network, LLC.
- Econ Wealth ManagementCurrent– present · 11 yearsHarrisburg, PA · Adviser representative · Firm CRD 226774
- Wells Fargo Advisors Financial Network, LLC– · 10 yearsHarrisburg, PA · Adviser representative · Firm CRD 11025
Professional designations
Listed by Econ Financial Services
- CFP®
- ChFC®
- CMT®
Investment adviser representative registrations
Steven Economopoulos is registered as an investment adviser representative in 2 states. The first approvals date from October 2015; the most recent is New Hampshire, in March 2021.
- New HampshireSince 25 March 2021
- PennsylvaniaSince 8 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 October 2005 |
| Series 24 | General Securities Principal Examination | 6 October 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 1998 |
| Series 7 | General Securities Representative Examination | 13 July 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Richard Economopoulos
- CRD
- 3066139
- Firm
- Econ Financial Services · CRD 226774
- Role
- President/CCO
- Office
- 4755 LINGLESTOWN ROAD, SUITE 204, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- econwealth.com
Where does Steven Economopoulos work?
Steven Economopoulos has been President/CCO of Econ Financial Services Corporation since September 2015, and is a control person of the firm.
Is Steven Economopoulos a financial advisor?
Yes. Steven Economopoulos has a current investment-adviser registration in New Hampshire and Pennsylvania, through Econ Financial Services since October 2015.
How many years of experience does Steven Economopoulos have?
Steven Economopoulos has 21 years in the financial industry, since September 2005, across 2 adviser firms.
What exams has Steven Economopoulos passed?
Steven Economopoulos has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in July 1998. FINRA credited Steven Economopoulos with the SIE, which began in October 2018.
Where did Steven Economopoulos work before Econ Financial Services?
Before Econ Financial Services, Steven Economopoulos was registered through Wells Fargo Advisors Financial Network, LLC, September 2005 to October 2015.
Where is Steven Economopoulos based?
Steven Economopoulos’ registered office is in Harrisburg, PA.
Is Steven Economopoulos registered with FINRA?
No. Steven Economopoulos has no current broker registration.
Is Steven Economopoulos a CFP?
Econ Financial Services lists Steven Economopoulos with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Steven Economopoulos’ record?
Search CRD 3066139 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Economopoulos’ full registration record.