Steven Schuknecht (CRD# 7692651) is an Investment Advisor Representative working at Morgan Stanley in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Rancho Santa Fe, CA | Feb 2023 - Current | 1 |
| Rs Hughes Co, Inc. | Vista, CA | May 2022 - Feb 2023 | < 1 |
| Impactortho | San Diego, CA | Jan 2020 - May 2022 | 2 |
| Rs Hughes Co, Inc. | Vista, CA | Jun 2019 - Jan 2020 | < 1 |
| Full-time Education | Palm Desert, CA | Mar 2013 - Jun 2019 | 6 |
| Pacific Coast Construction And Waterproofing | Carlsbad, CA | Jun 2018 - Aug 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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