Steven Shemirani
Steven Shemirani is a registered investment advisor at UBS Financial Services INC., based in Rochester, NY, with 38 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
400 Linden Oaks, Rochester, NY, 14625
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Steven is part owner of SHC Management LLC, formed to hold interest in a hunting land/camp, which has been an approved investment with UBS and legacy firms for over 25 years. Steven owns 50% of the company.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Mcdonald Investments INC.Broker
Essex Capital Markets, INC.Broker
Painewebber IncorporatedBroker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- David CiprichUBS Financial Services INC.
- Kristina Sickmond, CFPUBS Financial Services INC.
- Jeffrey RoccaUBS Financial Services INC.
- Kevin Roe, CFPUBS Financial Services INC.
- Corey Jackson, CFP, ChFCUBS Financial Services INC.
- William SchoffUBS Financial Services INC.