Steven LesherCRD Number: 6024323
Current Firm: Strategic Advisers, Inc.
Steven Lesher (CRD# 6024323) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Jan 2012 - Current||6|
|Federal Express||Salt Lake City, UT||May 2007 - Jan 2012||4|
|America First Credit Union||Salt Lake City, UT||Mar 2008 - Jul 2009||1|
|Western Pride||Wanship, UT||Apr 2007 - Jan 2008||< 1|
|Lds Church/ Texas Lubbock Mission||Lubbock, TX||Apr 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV