Steven
Oldham
Autumn Lane Advisors, LLC
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About this Advisor
Steven Oldham is a chartered financial analyst operating in Houston, Texas with a total of 3 years of relevant experience. Oldham is currently employed by Autumn Lane Advisors, LLC. Throughout their career, they have worked at Iron Bridge Resources, Inc, Mcdermott International, Inc, Procyrion, Inc and Autumn Lane Advisors, LLC. Oldham has a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in Texas. Autumn Lane Advisors, LLC is a firm that has its headquarters in Houston, TX. It oversees $896 million in total assets between its 803 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 803 customer accounts, 77% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. A financial advisor's fees depend on which services the firm provides the client. Fees billed by Autumn Lane Advisors, LLC most likely are comprised of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Autumn Lane Advisors, LLC Brokerage Details
$895,918,831
8
803
$1,115,715
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Steven Oldham Work History
Steven has been registered as a financial advisor for 3 years.*
Autumn Lane Advisors, LLC
Iron Bridge Resources, Inc
Procyrion, Inc
Mcdermott International, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Oldham 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 Autumn Lane Advisors, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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