Steven Fletcher (CRD# 6074501) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 1834 Investment Advisors Company | Chicago, IL | Feb 2024 - Current | < 1 |
| Old National Bank | Chicago, IL | Aug 2022 - Current | 1 |
| Qualified Plan Advisor | Algonquin, IL | Dec 2020 - Aug 2022 | 1 |
| Raymond James Financial Services, Inc. | Dekalb, IL | Jun 2020 - Dec 2020 | < 1 |
| Fnbo | Dekalb, IL | Jul 2018 - Dec 2020 | 2 |
| Nb & T / First Midwest Bank | Sycamore, IL | Jan 2015 - Jul 2018 | 3 |
| Hp L&s / First American Bak | Elk Grove Village, IL | Aug 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- IL
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Total Assets Under Management1,117MILLIONS
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Total Number of Accounts1,077ACCOUNTS
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Average Account Value$1,037,297
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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