Steven Clissold, financial advisor Honolulu HI

Steven Clissold

CRD Number: 1683617
Current Firm: Sjc Capital Advisors LLC

Steven Clissold (CRD# 1683617) is an Investment Advisor Representative working at Sjc Capital Advisors LLC in Honolulu, HI and has over 36 years of experience in the finance industry.

Similar Advisors
Nicholas Abbott, financial advisor Honolulu HI
Nicholas P. Abbott
CRD# 4818301
Mission Financial Group, LLC
Similar Advisors
Chad Adams, financial advisor Honolulu HI
Chad B. Adams
CRD# 3199222
Ameriprise Financial Services, LLC
Similar Advisors
Steve Adams, financial advisor Honolulu HI
Steve E. Adams
CRD# 1916417
Osaic Wealth, Inc.
Company Name Location Dates Years
Sjc Capital Advisors LLC Honolulu, HI Oct 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1987
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Steven J. Clissold
Phone Number: 808-282-1052
Registered State(s):
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $463,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

HI, TX

Ready to hire a financial advisor? Get competitive proposals from Steven Clissold and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.