Stephen
Islander

Pruco Securities, LLC

CRD#7215224
Investment Advisor
in San Diego, CA

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About this Advisor

Stephen Islander is a financial advisor based in San Diego, California, working with Pruco Securities, LLC. Stephen has previously held positions at Flavor Comfort Food, Mavericks Surf Company, Main Street Scholars, Rw Baird, Learning Professionals, Pruco Securities LLC, Ubereats, San Diego Shores Water Polo Club, and The Prudential Insurance Company Of America. Stephen has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Stephen is part of Pruco Securities, LLC, which operates out of San Diego, California. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 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 institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4370 La Jolla Village Drive Suite 310
San Diego, CA 92122-1250

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

CA Average: $10,121,009,343
Total Number of Employees

2,700

CA Average: 92
Total Number of Accounts

113,575

CA Average: 6,978
Average Account Size

$144,211

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Stephen Islander Work History

2022 - Present (2 years)

Pruco Securities LLC

2022 - Present (2 years)

The Prudential Insurance Company Of America

2021 - Present (3 years)

Ubereats

2021 - Present (3 years)

San Diego Shores Water Polo Club

2019 - Present (5 years)

Learning Professionals

2020 - 2021 (1 year)

Rw Baird

2015 - 2019 (4 years)

Main Street Scholars

2012 - 2016 (4 years)

Flavor Comfort Food

2012 - 2017 (5 years)

Mavericks Surf Company

Disclosures

Please visit the SEC profile of Stephen Islander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudential Financial Planning Services

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John Morrison
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Austin Kneifl
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David Lizarraga-Ponce
San Diego, CA
Benjamin White
Wilmington, DE
Jacob Taylor
Sarasota, FL
Jason Jackson
Columbus, OH
Jacob Logan
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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