Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Sansom is an investment advisor representative at Steel Grove Capital Advisors, LLC. Steven has been in the industry since 1991 and has a broad range of experience in the financial services sector. His previous experience includes positions at Green Square Securities, LLC, Wunderlich Securities, Inc., Goldman, Sachs & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven holds a number of industry licenses, including Series 3, Series 7, Series 24, and Series 63. Steven specializes in providing financial planning, portfolio management, and selection of other advisers services to individual and corporate clients. Steven is also a general partner at Worthington Capital Management, LLC, a Delaware limited liability company that manages private funds and offers model investment portfolios.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
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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2
TN
01/01/2025 - Present
Steel Grove Capital Advisors, LLC (MEMPHIS TN)
TN
01/24/2002 - 12/31/2005
GREEN SQUARE SECURITIES, LLC (MEMPHIS TN)
TN
09/21/2001 - 12/31/2001
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
NY
04/03/1993 - 10/04/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/27/1991 - 02/17/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1993
Series 3 - National Commodity Futures Examination
BC
Issued 08/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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