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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Michael Gracia is a financial advisor with Fisher Investments, a firm that manages over $1 trillion in assets. Steven has been in the industry since 2014 and has a Series 63, Series 65, and SIE license. Steven is also a registered investment advisor in California and Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
08/17/2023 - Present
Fisher Investments (SAN MATEO CA)
CA
02/11/2016 - 07/13/2017
HORNOR, TOWNSEND & KENT, INC. (REDWOOD SHORES CA)
IA
Issued 12/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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