Stephen HuxleyCRD Number: 4596883
Current Firm: Asset Dedication, LLC
Stephen Huxley (CRD# 4596883) is an Investment Advisor Representative working at Asset Dedication, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Asset Dedication, LLC||Mill Valley, CA||Oct 2009 - Current||8|
|University Of San Francisco||San Francisco, CA||Aug 1973 - Current||44|
|Asset Dedication, LLC||Moraga, CA||Apr 2002 - Oct 2009||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management595MILLIONS
Total Number of Accounts1,757ACCOUNTS
Average Account Value$338,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, FL, GA, IL, LA, MA, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TX, VA
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