Steven William Edgren

CFA

21 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Sepio Capital, LP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

266 clients

Average Client Portfolio

$16.8M average

Assets Under Management

$4.5B

Fee Structure

Financial Planning:Included in AUM fee

Location

2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT, 84121

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History

Regulatory History (1)

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Customer Dispute

January 2017

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Steven has an e-commerce account for Amazon that is not investment-related. This takes a few hours per week.

Employment History

Current Registrations

Sepio Capital, LP

May 2020 - Present · 5 yrs 9 mos

Previous Registrations

Morgan Stanley

November 2010 - May 2020 · 9 yrs 6 mos

Morgan StanleyBroker

November 2010 - May 2020 · 9 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

February 2004 - November 2010 · 6 yrs 9 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2004 - November 2010 · 6 yrs 10 mos

State Registrations2 states

TXUT

Advisor

Exams

No exam information available for this advisor.