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Steven Schiebelhuth

22 Years of Experience
Plainview, NY
Broker

Steven Schiebelhuth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plainview, NY, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

255 Executive Drive, Suite 100, Plainview, NY, 11803

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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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Other Business Activities

Steven is the President of Paul Louis Financial Management Inc. He spends minimal time on this support company.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2012 - December 2014 · 2 yrs 7 mos
Chase Investment Services CORP.
April 2004 - April 2012 · 8 yrs
Chase Investment Services CORP.Broker
April 2004 - April 2012 · 8 yrs
American Express Financial Advisors INC.Broker
January 2004 - February 2004 · 1 mo
Ids Life Insurance CompanyBroker
January 2004 - February 2004 · 1 mo
State Registrations23 states
CACOCTDEFLGAILINKYMAMDMTNCNJNYOHORPASCTNTXVAWV
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.
Steven Schiebelhuth - Financial Advisor | TrueAdvisor