Stephen ScrivenerCRD Number: 6202147
Current Firm: Strategic Advisers, Inc.
Stephen Scrivener (CRD# 6202147) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenwood Village, CO and has over 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Fidelity Investments||Merrimack, NH||May 2013 - Current||3|
|Blue Elephant Catering||Saco, ME||Aug 2009 - May 2013||3|
|University Of New England||Biddeford, ME||Aug 2009 - May 2013||3|
|Portland Pirates,llc||Portland, ME||Dec 2012 - Apr 2013||< 1|
|Portland Pirates,llc||Portland, ME||Dec 2012 - Mar 2013||< 1|
|Kobe Japanese Restaurant||Biddeford, ME||Feb 2013 - Feb 2013||< 1|
|Rbc Wealth Management||Portland, ME||Jan 2012 - Nov 2012||< 1|
|Sure Winner Foods||Saco, ME||Jun 2012 - Sep 2012||< 1|
|The Brunswick Bar And Grill||Old Orchard Beach, ME||May 2012 - Sep 2012||< 1|
|University Of New England||Biddeford, ME||May 2010 - Dec 2011||1|
|Franey Landscaping||York, ME||May 2011 - Aug 2011||< 1|
|The Lobster Claw||Saco, ME||May 2008 - Aug 2010||2|
|Long Horn Steak House||Saco, ME||May 2009 - Aug 2009||< 1|
|Southern Maine Towing||Biddeford, ME||Apr 2009 - Jun 2009||< 1|
|Quiznos Subs||Lebanon, PA||Sep 2008 - Feb 2009||< 1|
|Spinners Pizza||Biddeford, ME||May 2008 - Jun 2008||< 1|
|Thornton Academy||Saco, ME||Aug 2007 - Jun 2008||< 1|
|Ruby Tuesday||Salem, NH||Jun 2007 - Aug 2007||< 1|
|Salem High School||Salem, NH||Aug 2006 - Jun 2007||< 1|
|Peachtree Ridge High School||Suwanee, GA||Aug 2005 - Jun 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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