Steven Klausman (CRD# 6992405) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Dunwoody, GA and has over 3 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Dunwoody, GA | Jan 2022 - Current | 2 |
| E*trade Securities LLC | Alpharetta, GA | Nov 2020 - Jan 2022 | 1 |
| Invesco | Atlanta, GA | Apr 2020 - Oct 2020 | < 1 |
| Prestige Valet Services | Marietta, GA | Dec 2019 - Apr 2020 | < 1 |
| Bellhops | Atlanta, GA | May 2019 - Dec 2019 | < 1 |
| Bellhops | Atlanta, GA | Mar 2019 - May 2019 | < 1 |
| Asset Advisors Group, LLC | Atlanta, GA | Dec 2018 - May 2019 | < 1 |
| Bristol Facilities | Atlanta, GA | Sep 2018 - Jan 2019 | < 1 |
| Reynolds & Reynolds Financial Partners | Atlanta, GA | Jul 2018 - Dec 2018 | < 1 |
| Verizon Amphitheater | Alpharetta, GA | Jun 2016 - Aug 2018 | 2 |
| Ocharleys | Marietta, GA | Mar 2018 - Jul 2018 | < 1 |
| Unemployed | Kennesaw, GA | Jan 2018 - Mar 2018 | < 1 |
| Cobb County Schools | Marietta, GA | Jul 2017 - Jan 2018 | < 1 |
| The Klausman Group | Marietta, GA | May 2013 - Jun 2016 | 3 |
| Children's Learning Adventure | Alpharetta, GA | Jul 2015 - Sep 2015 | < 1 |
| Buffalos Cafe Woodstock | Woodstock, GA | May 2015 - Aug 2015 | < 1 |
| P.s. Aeropostle | Woodstock, GA | Nov 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- GA
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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