Steve Stevens is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-04-20 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2021-08-18 | 2026-04-20 | — |
| OSAIC SERVICES, INC. | 2019-11-05 | 2021-05-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-06-19 | 2019-11-04 | — |
| CHARLES SCHWAB & CO., INC. | 2009-09-25 | 2015-03-27 | — |
| STRATEGIC ADVISERS LLC | 2009-05-15 | 2009-08-19 | — |