Unclaimed Profile

Steven William Stahlberg

BEVERLY HILLS WEALTH MANAGEMENT, LLC·BEVERLY HILLS, California

SIE, Series 7, Series 8, Series 9, Series 10, Series 63, Series 6526 years registeredBEVERLY HILLS WEALTH MANAGEMENT, LLC

9454 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 722167Firm CRD# 152031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven William Stahlberg · BEVERLY HILLS, CA

Registration

CRD #722167 · BEVERLY HILLS WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Jan 2019 – present

HILLTOP SECURITIES INC.

Dec 2015 – Feb 2019

Roseville, CA

BEVERLY HILLS WEALTH MANAGEMENT, LLC

Jun 2012 – Jan 2016

BEVERLY HILLS, CA

ROBERT W. BAIRD & CO. INCORPORATED

Jul 2008 – Jan 2012

ROSEVILLE, CA

MORGAN STANLEY & CO. INCORPORATED

Oct 2007 – Jun 2008

ROSEVILLE, CA

WACHOVIA SECURITIES, LLC

Mar 2000 – Oct 2007

FOLSOM, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · March 28, 2000

Years registered · 26

Disclosure History

2016Customer Dispute·Closed-No Action

2003Customer Dispute·Denied

1994Customer Dispute·Settled

1991Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BEVERLY HILLS WEALTH MANAGEMENT, LLC

CRD 152031 · SEC 801-76566

AUM

$142M

Regulatory assets under management

Employees

631 client accounts

Services offered by BEVERLY HILLS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEVERLY HILLS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Steven William Stahlberg offer?

Steven William Stahlberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Steven William Stahlberg's credentials?

Steven William Stahlberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven William Stahlberg located?

Steven William Stahlberg is based in BEVERLY HILLS, California, working with BEVERLY HILLS WEALTH MANAGEMENT, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Steven William Stahlberg charge for services?

Steven William Stahlberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEVERLY HILLS WEALTH MANAGEMENT, LLC?

BEVERLY HILLS WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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