Steven Lehman, financial advisor Norwich VT
88 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Clean Yield Asset Management Norwich, VT Oct 2013 - Current 3
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
    290
    MILLIONS
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $742,519
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

CA, MA, MD, NH, NY, TX, VT

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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