Stephen
Shelvey
Trajan Wealth, L.L.C
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About this Advisor
Stephen Shelvey is a financial advisor based in Scottsdale, Arizona, working with Trajan Wealth, L.L.C. Stephen has previously held positions at Investment Property, Mercer Global Advisors, Pruco Securities, LLC, Trajan Wealth, L.L.C, Fisher Investments, Prudential Insurance Company Of America, and Tarrant Roofing. Stephen has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Stephen is part of Trajan Wealth, L.L.C, which operates out of Scottsdale, Arizona. The firm has 28 offices and 102 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, and educational seminars. The fee structure at Trajan Wealth, L.L.C includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trajan Wealth, L.L.C Brokerage Details
$1,365,393,876
102
13,372
$102,108
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Educational seminars/workshops
Stephen Shelvey Work History
Trajan Wealth, L.L.C
Pruco Securities, LLC
Prudential Insurance Company Of America
Tarrant Roofing
Fisher Investments
Mercer Global Advisors
Investment Property
Disclosures
Please visit the SEC profile of Stephen Shelvey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Scottsdale, AZ
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