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Steven Vanderschaaf

24 Years of Experience
Davenport, IA
Broker

Steven Vanderschaaf is a registered investment advisor at Raymond James & Associates, INC., based in Davenport, IA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4750 E 53rd Street, Suite 300, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2021 · 11 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2021 · 11 yrs 11 mos
Citigroup Global Markets INC.
October 2001 - June 2009 · 7 yrs 8 mos
Citigroup Global Markets INC.Broker
July 2001 - June 2009 · 7 yrs 11 mos
State Registrations23 states
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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.