Steven
Setchfield
Setchfield Asset Management
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About this Advisor
Steven Setchfield is a financial advisor based in Bradenton, Florida, working with Setchfield Asset Management. Steven has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, and Setchfield Asset Management. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Florida, and Texas. Currently, Steven is part of Setchfield Asset Management, which operates out of Bradenton, Florida. The firm has 2 employees and manages assets totaling $140.0 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Setchfield Asset Management includes asset-based fees.
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Setchfield Asset Management Brokerage Details
$140,000,000
2
250
$560,000
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Steven Setchfield Work History
First Allied Advisory Services, Inc
First Allied Securities,Inc
Setchfield Asset Management
Disclosures
Please visit the SEC profile of Steven Setchfield 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 Setchfield Asset Management
Bradenton, FL
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