STEVEN CLARKE TREFTZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with SEI INVESTMENTS MANAGEMENT CORP.
| Firm | From | To | Current |
|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | 2012-05-14 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2010-12-08 | 2012-05-23 | — |
| LOCKWOOD FINANCIAL SERVICES, INC. | 2006-07-19 | 2006-07-20 | — |
| BNY MELLON ADVISORS, INC. | 2005-06-15 | 2010-05-21 | — |