Sheldon Steuer, financial advisor Brooklyn NY

Sheldon Steuer

CRD Number: 1809557
Current Firm: Equinum, LLC

Sheldon Steuer (CRD# 1809557) is an Investment Advisor Representative working at Equinum, LLC in Brooklyn, NY and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Equinum LLC Brooklyn, NY Jan 2021 - Current 3
Wells Fargo Clearing Services, LLC New York, NY Nov 2016 - Dec 2020 4
Wells Fargo Advisors LLC New York, NY Jun 2010 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sheldon L. Steuer
Phone Number: 718-480-5600
Registered State(s):
  • CA
  • NY
By the Numbers
  • Total Assets Under Management
    350
    MILLIONS
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $2,552,774
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NJ, NY

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