Stephen SchaflerCRD Number: 6069727
Current Firm: Strategic Advisers, Inc.
Stephen Schafler (CRD# 6069727) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Fidelity Brokerage Services, LLC||Jacksonville, FL||May 2012 - Current||5|
|The Cottage||Siesta Key, FL||Aug 2011 - May 2012||< 1|
|Wells Fargo||Sarasota, FL||Nov 2010 - Jul 2011||< 1|
|Hemingway's Retreat||Sarasota, FL||Jun 2009 - Sep 2010||1|
|Bugaboo Cafe||Big Sky, MT||Feb 2009 - Jun 2009||< 1|
|University Of Florida||Gainesville, FL||Jan 2007 - Dec 2008||1|
|University Of Florida Athletic Association||Gainesville, FL||Feb 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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, WY