Stephen Yeatman, financial advisor San Francisco CA
93 score

Stephen Yeatman

CRD Number: 1276603
Current Firm: Btr Capital Management Inc.

Stephen Yeatman (CRD# 1276603) is an Investment Advisor Representative working at Btr Capital Management Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

Company Name Location Dates Years
Btr Capital Management, Inc. San Francisco, CA Oct 1989 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 1993
Contact Info for Stephen P. Yeatman
Phone Number: 415-989-0100
Firm Website:
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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