Steven
Fretthold

Axa Advisors, LLC

CRD#5638103
Investment Advisor
in Buffalo, NY

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About this Advisor

Steven Fretthold is a financial advisor who works out of Buffalo, New York, who has been in the industry for 10 years. Fretthold works at Axa Advisors, LLC. They have worked at Axa Advisors, Llc for their complete career. Fretthold has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Florida. Axa Advisors, LLC is a registered investment firm operating in Buffalo, New York. The firm has offices in 844 locations and a total of 5,930 people on staff. It manages $17 billion in assets under management between its 55,104 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 156 charities and foundations. Of its 55,104 customer accounts, 43% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely vary depending on which service is offered. However, fees charged by Axa Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

350 Essjay Road Suite 300
Buffalo, NY 14221

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Axa Advisors, LLC Brokerage Details

Total Assets Under Management

$17,011,439,927

NY Average: $7,464,549,021
Total Number of Employees

5,930

NY Average: 88
Total Number of Accounts

55,104

NY Average: 3,892
Average Account Size

$308,715

NY Average: $1,917,921

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Investment Advisory Services

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

Steven Fretthold Work History

Steven has 11 years of experience.

2009 - Present (11 years)

Axa Advisors, LLC

Disclosures

Steven Fretthold has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Axa Advisors, LLC

Roy Morris
Tucson, AZ
Pete Koury
Englewood, CO
Brendan Lubin
Woodbury, NY
Alexander Bianco
Buffalo, NY
Christopher Reese
Golden, CO
Martin Jawor
Secaucus, NJ
David Goettelmann
Charlotte, NC
Megan Sedberry
Charlotte, NC

This content was compiled from the SEC and FINRA.

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