Steven Sehrer, financial advisor Irvine CA

Steven Sehrer

CRD Number: 6950185
Current Firm: Fidelity Personal And Workplace Advisors

Steven Sehrer (CRD# 6950185) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Irvine, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Irvine, CA May 2018 - Current 4
N/a Huntington Beach, CA May 2018 - May 2018 < 1
Appleone Huntington Beach, CA Jun 2016 - May 2018 1
N/a Huntington Beach, CA May 2016 - Jun 2016 < 1
Biola University Huntington Beach, CA Aug 2015 - May 2016 < 1
Appleone Huntington Beach, CA Feb 2016 - Feb 2016 < 1
N/a Huntington Beach, CA Jul 2015 - Aug 2015 < 1
Massmutual-fraser Financial Los Alamitos, CA Jul 2014 - Jul 2015 1
N/a Huntington Beach, CA May 2014 - Jul 2014 < 1
Biola University La Mirada, CA Aug 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Steven A. Sehrer
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, WY

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