Steve SeidCRD Number: 6093948
Current Firm: Touchstone Advisors Inc.
Steve Seid (CRD# 6093948) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Novato, CA and has over 9 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Touchstone Securities||Cincinnati, OH||Jul 2012 - Current||10|
|Western Southern Life||Cincinnati, OH||Jun 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
Total Assets Under Management34,632MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$961,999,570
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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