STEPHEN ANTHONY SASSI is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL ENGINES ADVISORS L.L.C. | 2021-04-28 | present | Yes |
| EDELMAN FINANCIAL SERVICES, LLC | 2016-11-03 | 2018-11-01 | — |
| CHARLES SCHWAB & CO., INC. | 2013-04-29 | 2016-11-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-11-21 | 2013-04-04 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2008-11-24 | — |
| MORGAN STANLEY DW INC. | 2006-06-21 | 2007-04-02 | — |
| UBS FINANCIAL SERVICES INC. | 2005-01-13 | 2005-12-20 | — |