Benjamin SteedCRD Number: 5963536
Current Firm: Sepio Capital, LLC
Benjamin Steed (CRD# 5963536) is an Investment Advisor Representative working at Sepio Capital, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Sepio Capital, LLC||San Francisco, CA||May 2017 - Current||1|
|Bank Of America, N.a.||San Francisco, CA||May 2015 - May 2017||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Jul 2011 - May 2017||5|
|Rose International||San Francisco, CA||May 2011 - Jul 2011||< 1|
|Brigham Young University||Provo, UT||Jan 2011 - May 2011||< 1|
|Brigham Young University||Provo, UT||Jan 2007 - Apr 2011||4|
|Culinary Crafts||Orem, UT||Jul 2009 - Dec 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management2,610MILLIONS
Total Number of Accounts991ACCOUNTS
Average Account Value$2,633,703
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, TX, UT
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