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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-2012
- Office Locations
- 1
Office Locations
About MY-Financial-Advocate
OneAdvocate Solutions (MY-FINANCIAL-ADVOCATE) works with small employers to coordinate employee benefits and retirement programs—bringing health insurance, 401(k), supplemental coverage, HSAs, and payroll coordination under one advisor. The firm meets one-on-one with employees to understand goals, tailor solutions, and improve benefit understanding, helping employers deliver a more cohesive experience.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $897.2K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 27, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAY STANLEY STEGER
Chief Compliance Officer, Chief Executive Officer, MANAGING PRINCIPAL
- CRD
- #1049413
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Cecily Stilley
--
- CRD
- #8130056
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,074,891 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,074,891 | -- |
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Separately Managed Accounts
SMA allocation detail is available
MY-Financial-Advocate has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.