Steven Abrahamson, financial advisor Sturgeon Bay WI

Steven Abrahamson

CRD Number: 2274105
Current Firm: Rbc Capital Markets, LLC

Steven Abrahamson (CRD# 2274105) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sturgeon Bay, WI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Sturgeon Bay, WI Apr 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1992
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Steven E. Abrahamson
Phone Number: 212-858-7000
Registered State(s):
  • TX
  • WI
  • VI
By the Numbers
  • Total Assets Under Management
    201,164
    MILLIONS
  • Total Number of Accounts
    395,275
    ACCOUNTS
  • Average Account Value
    $508,922
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

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