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Steven Paul Herzog

LNW

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About Steven Paul Herzog

Steven Herzog is a financial advisor at Lnw, based in San Francisco, California. Steven has been a registered Investment Advisor since 2006 and is licensed to provide financial advice in California. Steven has over 30 years of experience in the financial industry and has a strong background in portfolio management and financial planning. Steven is a Certified Financial Planner and specializes in working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Steven's firm, Lnw, provides a variety of financial services, including investment management, financial planning, and educational seminars.

Firm Information

Steven Herzog is currently registered with LNW. LNW Advisors is an investment advisor registered with the SEC. The firm, headquartered in San Francisco, CA, has 62 employees and manages approximately $7.28 billion in assets. LNW Advisors provides a variety of advisory services, including financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
LNW

580 CALIFORNIA ST.

SAN FRANCISCO, CA 94104

$7.28B

Assets Under Management

1

Total Clients

32

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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Steven Herzog’s Registration & Firm History

CA

01/01/2025 - Present

LNW (SAN FRANCISCO CA)

NA

12/13/1993 - 02/23/1995

J.P. MORGAN SECURITIES INC.

NA

11/13/1991 - 05/19/1993

J.P. MORGAN SECURITIES INC.

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Licenses & Designations

IA

Issued 10/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Paul Herzog.
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