Stephen LamCRD Number: 4234936
Current Firm: Seraphim Capital Management, LLC
Stephen Lam (CRD# 4234936) is an Investment Advisor Representative working at Seraphim Capital Management, LLC in Pennsburg, PA and has over 7 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Hamilton-bates Investment Research, Inc.
|Seraphim Capital Management||Pennsburg, PA||Jun 2021 - Current||2|
|Northwest Nj Associates||Washington, NJ||Feb 2015 - Current||8|
|Stephen T. Lam Cpa||Commack, NY||May 2006 - Current||17|
|Woodbury Financial Services Inc.||Pennsburg, PA||Nov 2017 - May 2021||3|
|Mid Atlantic Capital Corporation||Pennsburg, PA||Aug 2015 - Nov 2017||2|
|Real Page Inc.||Carrollton, TX||Jul 2011 - May 2015||3|
|Heart To Heart Hospice||Plano, TX||May 2012 - Feb 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
Total Assets Under Management47MILLIONS
Total Number of Accounts265ACCOUNTS
Average Account Value$176,878
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CO, NJ, NY, PA
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