Steven Flaherty (CRD# 7363749) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood, IN and has over 2 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KY | Jun 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Apr 2021 - Jun 2022 | 1 |
| Half Price Books | Greenwood, IN | Jun 2017 - Apr 2021 | 3 |
| Two Trucks Lawn Care | Greenwood, IN | Mar 2016 - Jun 2017 | 1 |
| University Of Louisville | Louisville, KY | Jun 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- IN
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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