Stephen
Shelvey
Trajan Wealth, L.L.C
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About this Advisor
Stephen Shelvey is a financial advisor based in Frisco, Texas, working with Trajan Wealth, L.L.C. Stephen has previously held positions at Investment Property, Mercer Global Advisors, Fisher Investments, Prudential Insurance Company Of America, Pruco Securities, LLC, Tarrant Roofing, and Trajan Wealth, L.L.C. 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 Frisco, Texas. The firm has 37 offices and 125 employees. The firm manages assets totaling $2.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, 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
$1,969,683,196
125
15,595
$126,302
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stephen Shelvey Work History
Trajan Wealth, L.L.C
Prudential Insurance Company Of America
Pruco Securities, LLC
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.
Financial Advisors at Trajan Wealth, L.L.C
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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