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Scott Christopher Stephens

Bakeravenue

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About Scott Christopher Stephens

Scott Christopher Stephens is a financial advisor who has been in the industry since 1996. Scott is currently registered with Bakeravenue Asset Management, LP in California, Florida and Texas. Scott has a Series 7, 6, 63 and 65 licenses. Scott is a licensed investment advisor representative (IAR) in California, Florida and Texas. Previously Scott was registered with Fidelity Brokerage Services LLC in Texas.

Firm Information

Scott Stephens is currently registered with Bakeravenue. Bakeravenue is a registered investment advisor based in San Francisco, California. They provide financial planning, portfolio management for individuals, and educational seminars. Bakeravenue primarily serves high-net-worth individuals, corporations or other businesses, and charitable organizations. They have over $2.5 billion in regulatory assets under management.
Bakeravenue

301 BATTERY STREET

SAN FRANCISCO, CA 94111

$2.59B

Assets Under Management

1

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Stephens’s Registration & Firm History

CA

02/02/2009 - Present

Bakeravenue (SAN FRANCISCO CA)

TX

09/27/1996 - 11/24/2008

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

IA

Issued 04/28/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Christopher Stephens.
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