Stevan Horvath
Stevan Horvath is a registered investment advisor at Wells Fargo Advisors, based in Carmel, CA, with 51 years of industry experience. Stevan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
San Carlos and Ocean Ave, Carmel, CA, 93923
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Regulatory History (1)
Customer Dispute
September 1988Other Business Activities
Stevan is a board member of the Carmel Highlands Residents Association, spending minimal time attending meetings and handling administrative tasks. He also co-owns rental properties in Florence, OR and Palm Desert, CA, dedicating minimal time to these ventures.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Shearson/american Express INC.Broker
Dean Witter Reynolds INC.Broker
Dean Witter & CO. IncorporatedBroker
State Registrations12 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
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