Stephen Streeter, financial advisor Tulsa OK

Stephen Streeter

CRD Number: 2318269
Current Firm: Robert Stephen Capital Management LLC

Stephen Streeter (CRD# 2318269) is an Investment Advisor Representative working at Robert Stephen Capital Management LLC in Tulsa, OK and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Robert Stephen Capital Management LLC Tulsa, OK Jun 2012 - Current 11
Fsic Edmonds, WA Jan 2008 - Current 16
Bto Properties LLC Tulsa, OK May 2002 - Current 21
Sms Financial & Investment Management Tulsa, OK Jul 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Stephen H. Streeter
Phone Number: 918-481-6262
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $845,276
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, OK, TX

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