Kevin StromfeldCRD Number: 6378320
Current Firm: Fisher Investments
Kevin Stromfeld (CRD# 6378320) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 2 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Fisher Investments||San Mateo, CA||Mar 2013 - Current||4|
|Us Dept. Of Agriculture||Davis, CA||Jul 2011 - Feb 2013||1|
|Uc Davis||Davis, CA||Sep 2008 - Jun 2012||3|
|Old Spaghetti Factory||San Jose, CA||Jun 2008 - Sep 2009||1|
|Amc Theaters||San Jose, CA||Mar 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management65,442MILLIONS
Total Number of Accounts57,982ACCOUNTS
Average Account Value$1,128,654
- A percentage of assets under your management
- Performance-based 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
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, VI, VT, WA, WI, WV
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