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Steven Lee Re

FAIRBANKS CAPITAL MANAGEMENT, INC.·RANCHO SANTA FE, California
Series 7, Series 24, Series 63, Series 65Clean record30 years registeredFAIRBANKS CAPITAL MANAGEMENT, INC.
16236 SAN DIEGUITO RD., RANCHO SANTA FE, CA 92067CRD# 822483Firm CRD# 107650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Lee Re · RANCHO SANTA FE, CA
Registration
CRD #822483 · FAIRBANKS CAPITAL MANAGEMENT, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

FAIRBANKS CAPITAL MANAGEMENT, INC.
Mar 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 5, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAIRBANKS CAPITAL MANAGEMENT, INC.
CRD 107650 · SEC 801-50869
AUM
$342M
Regulatory assets under management
Employees
8
207 client accounts
Services offered by FAIRBANKS CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FAIRBANKS CAPITAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Steven Lee Re offer?
Steven Lee Re specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are Steven Lee Re's credentials?
Steven Lee Re is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Lee Re located?
Steven Lee Re is based in RANCHO SANTA FE, California, working with FAIRBANKS CAPITAL MANAGEMENT, INC.. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does Steven Lee Re charge for services?
Steven Lee Re's firm is compensated through percentage of aum, other: see schedule d miscellaneous 5e (7). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRBANKS CAPITAL MANAGEMENT, INC.?
FAIRBANKS CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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