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Steven Sheffield
16 Years of Experience
Murray, UT
1 DisclosureBroker
Steven Sheffield is a registered investment advisor at Wells Fargo Advisors, based in Murray, UT, with 16 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 Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
310 E. 4500 S. Suite 230, [Satellite], Murray, UT, 84107
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2023Employment History
Current Registrations
Wells Fargo Advisors
September 2026 - Present · 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLCBroker
April 2026 - July 2026 · 3 mos
Morgan StanleyBroker
June 2009 - July 2016 · 7 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations2 states
COUT
AdvisorBrokerBoth
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
No exam information available for this advisor.
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