# Steven Brill

> Steven Brill is a fee-only financial advisor at Clear Point Advisors in Melville, New York, who holds the ChFC credential. Clear Point Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-brill/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Clear Point Advisors
- **Based in:** Melville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $253.4M across 418 accounts
- **Credentials:** ChFC
- **CRD:** 872514 (https://adviserinfo.sec.gov/individual/summary/872514)
- **SEC registration:** Investment adviser representative in FL, NY, TX
- **Exams passed:** Series 63 (1989)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.cptadvisors.com

## Frequently asked questions

### Is Steven Brill a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Clear Point Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, Clear Point Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Steven Brill based?

Steven Brill is based in Melville, New York.

### What credentials does Steven Brill hold?

Steven Brill holds the ChFC credential.

### Is Steven Brill registered with the SEC?

Yes. Steven Brill is registered as an investment adviser representative in FL, NY and TX (CRD 872514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clear Point Advisors manage?

Clear Point Advisors reports $253.4M across 418 accounts in assets under management.

### How do I contact Steven Brill?

Through Steven's website, www.cptadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/872514): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cptadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.