Stephen Seivold (CRD# 4264879) is an Investment Advisor Representative working at Wilmington Trust Investment Advisors, Inc. in Baltimore, MD and has over 23 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M&t Securities | Baltimore, MD | Feb 2015 - Current | 9 |
| Mtb Investment Advisors, Inc. | Baltimore, MD | Sep 2007 - Current | 16 |
| M&t Bank | Buffalo, NY | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
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Total Assets Under Management16,497MILLIONS
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Total Number of Accounts3,487ACCOUNTS
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Average Account Value$4,730,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CT, DC, DE, FL, GA, LA, MD, NE, NH, NJ, NY, PA, TX, VA
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