Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
40yrs
Steven Katcher
Financial advisor at Merrill
Steven Katcher has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Houston, Texas. Steven has been with Merrill since 1986. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience in Texas
Office17225 EL Camino Real, Houston, TX 77058
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 1986 – nowMerrillCurrent firm
Contact Steven
Local office(281) 212-9100Ask for Steven. (800) 637-7455Main office · New York, NY 17225 EL Camino RealHouston, TX 77058Office · Get directions
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Steven’s local office at (281) 212-9100 or the Merrill main office at (800) 637-7455, and ask for Steven Katcher.
How long has Steven been a financial advisor?
Steven has been in the industry since 1986, about 40 years. Top 4% by experience in Texas.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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