Steven Meves has been Managing Director/Chief Investment Officer of River Street Advisors since June 2018, is a control person of the firm and directly owns under 5% of it. Steven Meves holds a Bachelor of Business Administration in Finance, Investments & Banking from the University of Wisconsin-Madison, a Bachelor of Arts in Economics from the University of Wisconsin-Madison and an MBA from the University of Chicago Booth School of Business.
River Street Advisors, LLC is an Aurora, IL firm with $539M under management, 492 clients and 9 advisers across 5 offices, as of its June 2026 filing.
Steve Meves is Managing Director and Chief Investment Officer of River Street Advisors. He has over 20 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team responsible for the firm's investment strategy, market research, security analysis and portfolio management, manages client portfolios, and co-manages the Equity and Fixed Income Common Trust funds.
Steven Meves’ longest registration is the current one, 10 years at River Street Advisors since 2016. Before joining River Street Advisors in 2016, Steven Meves was registered through M&i Investment Management Corp.
- River Street Advisors, LLCCurrent– present · 10 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 153537
- M&i Investment Management Corp.– · 3 yearsMilwaukee, WI · Adviser representative · Firm CRD 109802
Professional designations
Listed by River Street Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Steven Meves is registered as an investment adviser representative in Illinois, since October 2016.
- IllinoisSince 5 October 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 December 2003 |
| Series 7 | General Securities Representative Examination | 12 November 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven C Meves
- CRD
- 4163213
- Firm
- River Street Advisors · CRD 153537
- Role
- Managing Director/Chief Investment Officer
- Office
- 17W754 22ND STREET, Oakbrook Terrace, IL 60181-4402
- Registration
- Investment adviser registration
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oldsecond.com
Where does Steven Meves work?
Steven Meves has been Managing Director/Chief Investment Officer of River Street Advisors, LLC since June 2018, and is a control person of the firm.
Is Steven Meves a financial advisor?
Yes. Steven Meves has a current investment-adviser registration in Illinois, through River Street Advisors since October 2016.
How many years of experience does Steven Meves have?
Steven Meves has 13 years in the financial industry, since June 2013, across 2 adviser firms.
What exams has Steven Meves passed?
Steven Meves has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2003.
Where did Steven Meves work before River Street Advisors?
Before River Street Advisors, Steven Meves was registered through M&i Investment Management Corp., July 2008 to November 2011.
Where is Steven Meves based?
Steven Meves’ registered office is in Oakbrook Terrace, IL.
Is Steven Meves registered with FINRA?
No. Steven Meves has no current broker registration.
Is Steven Meves a CFA charterholder?
River Street Advisors lists Steven Meves with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Steven Meves’ record?
Search CRD 4163213 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Meves’ full registration record.
