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Steven Sonvan Le

SVL HOLDING CORPORATION·PLACENTIA, California
Series 2, Series 7Clean record19 years registeredSVL HOLDING CORPORATION
1620 N. PLACENTIA AVE., PLACENTIA, CA 92870CRD# 1748908Firm CRD# 135098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Sonvan Le · PLACENTIA, CA
Registration
CRD #1748908 · SVL HOLDING CORPORATION · 19 years registered
Brand Profile
Not yet started
01

Career History

SVL INVESTMENT MANAGEMENT
Sep 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 7
Registration record
First registered · September 12, 2006
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SVL HOLDING CORPORATION
CRD 135098 · SEC 801-67395
AUM
$43M
Regulatory assets under management
Employees
1
209 client accounts
Services offered by SVL HOLDING CORPORATION
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SVL HOLDING CORPORATION →
Introduction

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05

Frequently Asked Questions

What services does Steven Sonvan Le offer?
Steven Sonvan Le specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLACENTIA, California for a consultation.
What are Steven Sonvan Le's credentials?
Steven Sonvan Le is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Sonvan Le located?
Steven Sonvan Le is based in PLACENTIA, California, working with SVL HOLDING CORPORATION. Their office serves clients in the PLACENTIA metropolitan area and surrounding communities.
How does Steven Sonvan Le charge for services?
Steven Sonvan Le's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SVL HOLDING CORPORATION?
SVL HOLDING CORPORATION has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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