Steven Lehman, financial advisor Norwich VT
90 score

Steven Lehman

CRD Number: 6354650
Current Firm: Clean Yield Asset Management

Steven Lehman (CRD# 6354650) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 3 years of experience in the finance industry.

Similar Advisors
Steven Bell, financial advisor Norwich VT
Steven R. Bell
CRD# 4860725
The Wealth Conservatory
Similar Advisors
Sally Boyle, financial advisor Norwich VT
Sally J. Boyle
CRD# 1026790
Sj Boyle Wealth Planning, LLC
Similar Advisors
Thomas Chadwick, financial advisor Norwich VT
Thomas M. Chadwick
CRD# 2870028
Chadwick & D'amato, LLC
Company Name Location Dates Years
Clean Yield Asset Management Norwich, VT Oct 2013 - Current 4
None Thetford Center, VT Nov 2012 - Oct 2013 < 1
None Sewickley, PA Nov 2010 - Nov 2012 2
Federated Investors Pittsburgh, PA May 1997 - Nov 2010 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Steven J. Lehman
Phone Number: 802-526-2525
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.