# Steven Roy

> Steven Roy is a fee-only financial advisor at Cambyses Financial Advisors in North Hollywood, California. Cambyses Financial Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-roy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Cambyses Financial Advisors
- **Based in:** North Hollywood, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $3.8M across 20 accounts
- **CRD:** 6499051 (https://adviserinfo.sec.gov/individual/summary/6499051)
- **SEC registration:** Investment adviser representative in CA, MN
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Cambyses Financial 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, Cambyses Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Steven Roy based?

Steven Roy is based in North Hollywood, California.

### Is Steven Roy registered with the SEC?

Yes. Steven Roy is registered as an investment adviser representative in CA and MN (CRD 6499051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Cambyses Financial Advisors manage?

Cambyses Financial Advisors reports $3.8M across 20 accounts in assets under management.

### How do I contact Steven Roy?

Contact details aren't on file yet. Search for Cambyses Financial Advisors.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6499051): 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

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