Steven Schehl, financial advisor Manchester NH

Steven Schehl

CRD Number: 2387260
Current Firm: Ubs Financial Services Inc.

Steven Schehl (CRD# 2387260) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Manchester, NH and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Manchester, NH Nov 2023 - Current < 1
Bank Of America, N.a. Concord, NH May 2011 - Nov 2023 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Manchester, NH Oct 2009 - Nov 2023 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Steven A. Schehl
Phone Number: 201-352-3000
Registered State(s):
  • ME
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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