William Steiner, financial advisor Redwood City CA
93 score

William Steiner

CRD Number: 6177042
Current Firm: Hewins Financial Advisors, LLC

William Steiner (CRD# 6177042) is an Investment Advisor Representative working at Hewins Financial Advisors, LLC in Redwood City, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Hewins Brokerage Services, LLC Redwood City, CA Apr 2014 - Current 4
Hewins Financial Advisors, LLC Redwood City, CA Jan 2013 - Current 5
Hewins Financial Advisors, LLC San Mateo, CA Mar 2012 - Dec 2012 < 1
Baldwin Law Group Menlo Park, CA Mar 2011 - Mar 2012 1
Alan J. Blair San Francisco, CA May 2009 - Mar 2011 1
Golden Gate University School Of Law San Francisco, CA Aug 2007 - Jun 2010 2
Global Partnerships/uw Cooperation Seattle, WA Apr 2007 - Jul 2007 < 1
Uw International Programs And Exchanges Seattle, WA Jun 2003 - Apr 2007 3
University Of Washington Seattle, WA Sep 2002 - Apr 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
S63 Uniform Securities State Law Examination Nov 2015
Contact Info for William N. Steiner
Phone Number: 650-620-3040
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,399
    MILLIONS
  • Total Number of Accounts
    5,878
    ACCOUNTS
  • Average Account Value
    $748,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, DE, FL, IL, IN, LA, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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