STEVEN TED EPSTEIN is an investment adviser representative (IAR) with state registration records since 2012, appearing at 2 firms. Currently registered with INDEPENDENCE SQUARE HOLDINGS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| INDEPENDENCE SQUARE HOLDINGS, LLC | 2025-12-04 | present | Yes |
| HEFFERNAN INVESTMENT ADVISORS, INC. | 2012-08-07 | 2017-01-13 | — |