Steven Roy
Cambyses Financial Advisors · North Hollywood, California
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.
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Facts
| Firm | Cambyses Financial Advisors |
|---|---|
| Based in | North Hollywood, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $3.8M across 20 accounts |
| SEC registration | Investment adviser representative in CA, MN · CRD 6499051 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Steven's firm compares
- Cambyses Financial Advisors's average account is about $191,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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